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Baron Silver Stevens Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Baron Silver Stevens Financial Advisors’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
-621
Closed -$14K – 382
2020
Q4 		$14K Buy
+621
New +$13K ﹤0.01% 229

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HighTower Advisors
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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

Baron Silver Stevens Financial Advisors's SCHM Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 621 shares — an estimated $14K sold.

Baron Silver Stevens Financial Advisors first reported a position in SCHM in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 621 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $14K.
  • Baron Silver Stevens Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Schwab US Mid-Cap ETF position peaked at $14K in Q4 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.