Avantax Planning Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Avantax Planning 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
2022 Q2	–	Sell	-10,581	Closed	-$268K	–	368
2022 Q1	$268K	Buy	10,581 +1,536	+17%	+$38.5K	0.01%	299
2021 Q4	$242K	Buy	+9,045	New	+$241K	0.01%	305
2020 Q4	–	Sell	-12,126	Closed	-$224K	–	308
2020 Q3	$224K	Sell	12,126 -13,278	-52%	-$246K	0.01%	267
2020 Q2	$446K	Sell	25,404 -1,074	-4%	-$17.5K	0.03%	184
2020 Q1	$372K	Hold	26,478	–	–	0.03%	185
2019 Q4	$531K	Buy	26,478 +2,427	+10%	+$47K	0.03%	169
2019 Q3	$453K	Hold	24,051	–	–	0.03%	181
2019 Q2	$460K	Sell	24,051 -2,478	-9%	-$46.4K	0.03%	180
2019 Q1	$490K	Sell	26,529 -3,897	-13%	-$69.6K	0.03%	166
2018 Q4	$486K	Buy	30,426 +24,408	+406%	+$426K	0.04%	148
2018 Q3	$116K	Buy	+6,018	New	+$115K	0.01%	321
2018 Q2	–	Sell	-42,018	Closed	-$741K	–	1246
2018 Q1	$741K	Buy	+42,018	New	+$755K	0.06%	127

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Avantax Planning Partners's SCHM Position: Q2 2022 in Review

Avantax Planning Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 10,581 shares — an estimated $268K sold.

Avantax Planning Partners first reported a position in SCHM in Q1 2018 and held it in 12 quarters. The position peaked at $741K in Q1 2018. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

Avantax Planning Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Avantax Planning Partners sold 10,581 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $268K.
Avantax Planning Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 12 quarters.
Avantax Planning Partners's Schwab US Mid-Cap ETF position peaked at $741K in Q1 2018.
737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Avantax Planning Partners's 13F filing for Q2 2022, filed 18 Jul 2022.