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Berkshire Money Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Berkshire Money Management’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
2020
Q2 		– Sell
-39
Closed -$1K – 67
2020
Q1 		$1K Sell
39
-11,265
-100% -$206K ﹤0.01% 77
2019
Q4 		$227K Buy
11,304
+468
+4% +$9.06K 0.04% 35
2019
Q3 		$204K Sell
10,836
-1,014
-9% -$19.2K 0.04% 34
2019
Q2 		$226K Buy
11,850
+330
+3% +$6.17K 0.05% 32
2019
Q1 		$213K Buy
+11,520
New +$206K 0.05% 29

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Berkshire Money Management's SCHM Position: Q2 2020 in Review

Berkshire Money Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 39 shares — an estimated $1K sold.

Berkshire Money Management first reported a position in SCHM in Q1 2019 and held it in 5 quarters. The position peaked at $227K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Berkshire Money Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Berkshire Money Management sold 39 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $1K.
  • Berkshire Money Management first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 5 quarters.
  • Berkshire Money Management's Schwab US Mid-Cap ETF position peaked at $227K in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Berkshire Money Management's 13F filing for Q2 2020, filed 27 Jul 2020.