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Asset Planning Services (Pennsylvania)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		$5.19M Buy
193,626
+591
+0.3% +$15.8K 2.4% 14
2021
Q3 		$4.93M Buy
193,035
+8,106
+4% +$212K 2.37% 14
2021
Q2 		$4.83M Sell
184,929
-15,312
-8% -$395K 2.32% 14
2021
Q1 		$4.97M Buy
200,241
+2,700
+1% +$65.5K 2.29% 13
2020
Q4 		$4.49M Sell
197,541
-16,812
-8% -$351K 2.15% 14
2020
Q3 		$3.96M Buy
214,353
+108
+0.1% +$2K 1.72% 14
2020
Q2 		$3.76M Buy
214,245
+17,916
+9% +$292K 1.62% 14
2020
Q1 		$2.76M Buy
196,329
+708
+0.4% +$13K 1.37% 14
2019
Q4 		$3.98M Buy
195,621
+9,015
+5% +$175K 1.65% 14
2019
Q3 		$3.52M Sell
186,606
-6,192
-3% -$117K 1.52% 14
2019
Q2 		$3.67M Buy
192,798
+6,207
+3% +$116K 1.62% 14
2019
Q1 		$3.44M Buy
186,591
+10,620
+6% +$190K 1.6% 13
2018
Q4 		$2.81M Sell
175,971
-1,377
-0.8% -$24.1K 1.42% 13
2018
Q3 		$3.24M Buy
177,348
+18,921
+12% +$360K 1.54% 14
2018
Q2 		$2.9M Buy
158,427
+51,372
+48% +$929K 1.42% 15
2018
Q1 		$1.89M Buy
107,055
+12,951
+14% +$233K 0.97% 24
2017
Q4 		$1.67M Buy
94,104
+43,335
+85% +$748K 0.86% 25
2017
Q3 		$848K Buy
50,769
+6,570
+15% +$107K 0.47% 36
2017
Q2 		$710K Buy
44,199
+2,799
+7% +$44.5K 0.45% 39
2017
Q1 		$653K Sell
41,400
-2,415
-6% -$37.6K 0.44% 39
2016
Q4 		$659K Buy
43,815
+16,641
+61% +$243K 0.52% 30
2016
Q3 		$394K Buy
27,174
+75
+0.3% +$1.08K 0.33% 44
2016
Q2 		$379K Buy
27,099
+20,967
+342% +$289K 0.33% 43
2016
Q1 		$83K Buy
6,132
+5,403
+741% +$68.2K 0.08% 114
2015
Q4 		$10K Buy
729
+3
+0.4% +$41 0.01% 168
2015
Q3 		$9K Buy
726
+3
+0.4% +$42 0.01% 165
2015
Q2 		$10K Buy
+723
New +$10.5K 0.01% 183

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SCHM Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.31% in Q4 2021, buying an estimated $15.8K and bringing the position to 193,626 shares worth $5.19M. The position accounts for 2.4% of the portfolio, ranked #14.

Asset Planning Services (Pennsylvania) first reported a position in SCHM in Q2 2015 and has held it in 27 quarters since. 770 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 193,626 shares of Schwab US Mid-Cap ETF worth $5.19M as of Q4 2021.
  • Asset Planning Services (Pennsylvania) bought 591 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $15.8K.
  • Schwab US Mid-Cap ETF made up 2.4% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #14 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and has held it in 27 quarters since.
  • 770 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.