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Woodmont Investment Counsel’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-408
Closed -$11.1K – 336
2024
Q1 		$11.1K Buy
+408
New +$10.4K ﹤0.01% 330

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Woodmont Investment Counsel's SCHM Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 408 shares — an estimated $11.1K sold.

Woodmont Investment Counsel first reported a position in SCHM in Q1 2024 and held it in 1 quarter. The position peaked at $11.1K in Q1 2024. 856 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 408 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $11.1K.
  • Woodmont Investment Counsel first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's Schwab US Mid-Cap ETF position peaked at $11.1K in Q1 2024.
  • 856 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.