Arcus Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Arcus Capital Partners’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
2021 Q3	–	Sell	-46,197	Closed	-$1.21M	–	105
2021 Q2	$1.21M	Sell	46,197 -180	-0.4%	-$4.65K	0.56%	37
2021 Q1	$1.15M	Sell	46,377 -864	-2%	-$21K	0.09%	38
2020 Q4	$1.07M	Sell	47,241 -999	-2%	-$20.8K	0.16%	40
2020 Q3	$892K	Sell	48,240 -387	-0.8%	-$7.17K	0.14%	32
2020 Q2	$853K	Sell	48,627 -3,525	-7%	-$57.5K	0.24%	35
2020 Q1	$733K	Sell	52,152 -2,640	-5%	-$48.3K	0.32%	36
2019 Q4	$1.1M	Sell	54,792 -1,746	-3%	-$33.8K	0.37%	29
2019 Q3	$1.07M	Sell	56,538 -777	-1%	-$14.7K	0.42%	28
2019 Q2	$1.09M	Buy	+57,315	New	+$1.07M	0.4%	32

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Arcus Capital Partners's SCHM Position: Q3 2021 in Review

Arcus Capital Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 46,197 shares — an estimated $1.21M sold.

Arcus Capital Partners first reported a position in SCHM in Q2 2019 and held it in 9 quarters. The position peaked at $1.21M in Q2 2021. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

Arcus Capital Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Arcus Capital Partners sold 46,197 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $1.21M.
Arcus Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and held it in 9 quarters.
Arcus Capital Partners's Schwab US Mid-Cap ETF position peaked at $1.21M in Q2 2021.
691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Arcus Capital Partners's 13F filing for Q3 2021, filed 26 Oct 2021.