Blue Chip Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Blue Chip Wealth 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 Q3	$486K	Sell	26,265 -993	-4%	-$18.4K	0.38%	59
2020 Q2	$478K	Sell	27,258 -5,337	-16%	-$87K	0.45%	54
2020 Q1	$458K	Sell	32,595 -12,369	-28%	-$226K	0.57%	49
2019 Q4	$902K	Sell	44,964 -1,407	-3%	-$27.2K	0.83%	33
2019 Q3	$874K	Sell	46,371 -5,541	-11%	-$105K	0.91%	35
2019 Q2	$988K	Buy	51,912 +525	+1%	+$9.82K	1.04%	29
2019 Q1	$949K	Buy	51,387 +2,604	+5%	+$46.5K	1.08%	31
2018 Q4	$779K	Buy	48,783 +5,706	+13%	+$99.7K	1.02%	31
2018 Q3	$831K	Buy	43,077 +9,354	+28%	+$178K	0.84%	35
2018 Q2	$617K	Buy	33,723 +7,575	+29%	+$137K	0.67%	44
2018 Q1	$461K	Buy	+26,148	New	+$470K	0.47%	54

Other funds holding SCHM

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

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Blue Chip Wealth Management's SCHM Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.6% in Q3 2020, selling an estimated $18.4K and leaving 26,265 shares worth $486K. The position accounts for 0.38% of the portfolio, ranked #59.

Blue Chip Wealth Management first reported a position in SCHM in Q1 2018 and has held it in 11 quarters since. The position peaked at $988K in Q2 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

Blue Chip Wealth Management held 26,265 shares of Schwab US Mid-Cap ETF worth $486K as of Q3 2020.
Blue Chip Wealth Management sold 993 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $18.4K.
Schwab US Mid-Cap ETF made up 0.38% of Blue Chip Wealth Management's portfolio in Q3 2020, its #59 holding.
Blue Chip Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Schwab US Mid-Cap ETF position peaked at $988K in Q2 2019.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.