Barclays
SCHM icon

Barclays’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Barclays’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 		– Sell
-35,472
Closed -$906K – 4663
2021
Q3 		$906K Buy
35,472
+27,813
+363% +$727K ﹤0.01% 2847
2021
Q2 		$200K Buy
+7,659
New +$198K ﹤0.01% 3550

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
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
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

Barclays's SCHM Position: Q4 2021 in Review

Barclays sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 35,472 shares — an estimated $906K sold.

Barclays first reported a position in SCHM in Q2 2021 and held it in 2 quarters. The position peaked at $906K in Q3 2021. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • Barclays reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 35,472 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $906K.
  • Barclays first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Barclays's Schwab US Mid-Cap ETF position peaked at $906K in Q3 2021.
  • 769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.