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WestHill Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WestHill Financial Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,233
Closed -$27.8K – 105
2023
Q3 		$27.8K Buy
+1,233
New +$29.2K 0.01% 90

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Wealth Enhancement Advisory Services
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

WestHill Financial Advisors's SCHM Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 1,233 shares — an estimated $27.8K sold.

WestHill Financial Advisors first reported a position in SCHM in Q3 2023 and held it in 1 quarter. The position peaked at $27.8K in Q3 2023. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

  • WestHill Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • WestHill Financial Advisors sold 1,233 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $27.8K.
  • WestHill Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
  • WestHill Financial Advisors's Schwab US Mid-Cap ETF position peaked at $27.8K in Q3 2023.
  • 853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.