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Associated Banc-Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Associated Banc-Corp’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
Q1 		– Sell
-145,944
Closed -$3.32M – 768
2020
Q4 		$3.32M Buy
145,944
+222
+0.2% +$4.63K 0.13% 132
2020
Q3 		$2.69M Buy
145,722
+2,667
+2% +$49.4K 0.12% 139
2020
Q2 		$2.51M Sell
143,055
-6,207
-4% -$101K 0.11% 146
2020
Q1 		$2.1M Buy
+149,262
New +$2.73M 0.11% 147

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 $94.2B AUM 21.24% 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 $8.65B AUM 19.52% 1-Year Est. Return
Ameriprise
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Associated Banc-Corp's SCHM Position: Q1 2021 in Review

Associated Banc-Corp sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 145,944 shares — an estimated $3.32M sold.

Associated Banc-Corp first reported a position in SCHM in Q1 2020 and held it in 4 quarters. The position peaked at $3.32M in Q4 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • Associated Banc-Corp reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 145,944 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $3.32M.
  • Associated Banc-Corp first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and held it in 4 quarters.
  • Associated Banc-Corp's Schwab US Mid-Cap ETF position peaked at $3.32M in Q4 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.