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WR Wealth Planners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WR Wealth Planners’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
Q4 		$1.51K Hold
54
– – ﹤0.01% 887
2024
Q3 		$1.51K Hold
54
– – ﹤0.01% 937
2024
Q2 		$1.4K Buy
+54
New +$1.41K ﹤0.01% 931

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $94.2B AUM 21.24% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

WR Wealth Planners's SCHM Position: Q4 2024 in Review

WR Wealth Planners held its Schwab US Mid-Cap ETF (SCHM) position steady in Q4 2024 at 54 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

WR Wealth Planners first reported a position in SCHM in Q2 2024 and has held it in 3 quarters since. 931 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • WR Wealth Planners held 54 shares of Schwab US Mid-Cap ETF worth $1.51K as of Q4 2024.
  • WR Wealth Planners left its Schwab US Mid-Cap ETF share count unchanged in Q4 2024.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #887 holding.
  • WR Wealth Planners first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • 931 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.