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Brouwer & Janachowski’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Brouwer & Janachowski’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
Q3 		$52.6M Buy
2,058,582
+3,345
+0.2% +$87.4K 9.17% 3
2021
Q2 		$53.6M Buy
2,055,237
+19,548
+1% +$505K 9.31% 3
2021
Q1 		$50.5M Sell
2,035,689
-22,641
-1% -$549K 9.1% 4
2020
Q4 		$46.8M Sell
2,058,330
-28,812
-1% -$601K 8.22% 4
2020
Q3 		$38.6M Sell
2,087,142
-10,626
-0.5% -$197K 7.18% 3
2020
Q2 		$36.8M Sell
2,097,768
-126,918
-6% -$2.07M 6.85% 4
2020
Q1 		$31.3M Buy
2,224,686
+18,096
+0.8% +$331K 6.18% 6
2019
Q4 		$44.2M Sell
2,206,590
-6,717
-0.3% -$130K 7.34% 5
2019
Q3 		$41.7M Buy
2,213,307
+23,724
+1% +$448K 7.28% 5
2019
Q2 		$41.7M Buy
2,189,583
+19,227
+0.9% +$360K 7.18% 5
2019
Q1 		$40.1M Buy
2,170,356
+23,679
+1% +$423K 7.14% 5
2018
Q4 		$34.3M Buy
2,146,677
+885
+0% +$15.5K 6.44% 5
2018
Q3 		$41.4M Buy
2,145,792
+12,552
+0.6% +$239K 7.35% 4
2018
Q2 		$39M Buy
2,133,240
+14,988
+0.7% +$271K 7.49% 4
2018
Q1 		$37.3M Sell
2,118,252
-19,083
-0.9% -$343K 7.38% 6
2017
Q4 		$38M Sell
2,137,335
-20,898
-1% -$361K 7.13% 6
2017
Q3 		$36M Buy
2,158,233
+37,518
+2% +$610K 6.98% 6
2017
Q2 		$34M Buy
2,120,715
+39,441
+2% +$627K 6.96% 6
2017
Q1 		$32.8M Buy
2,081,274
+78,543
+4% +$1.22M 7.16% 6
2016
Q4 		$30.1M Buy
2,002,731
+86,169
+4% +$1.26M 7.1% 7
2016
Q3 		$27.8M Buy
1,916,562
+129,267
+7% +$1.87M 6.97% 7
2016
Q2 		$25M Buy
1,787,295
+97,632
+6% +$1.35M 6.84% 8
2016
Q1 		$22.9M Buy
1,689,663
+183,789
+12% +$2.32M 7.8% 6
2015
Q4 		$20.1M Buy
1,505,874
+363,261
+32% +$4.93M 10.86% 4
2015
Q3 		$14.8M Buy
1,142,613
+515,214
+82% +$7.15M 6.95% 5
2015
Q2 		$8.92M Buy
627,399
+113,667
+22% +$1.64M 3.91% 9
2015
Q1 		$7.39M Buy
513,732
+183,075
+55% +$2.55M 3.15% 11
2014
Q4 		$4.48M Buy
330,657
+54,417
+20% +$717K 1.93% 13
2014
Q3 		$3.56M Buy
276,240
+40,206
+17% +$532K 1.7% 16
2014
Q2 		$3.17M Buy
236,034
+56,022
+31% +$722K 1.52% 18
2014
Q1 		$2.32M Buy
180,012
+124,395
+224% +$1.57M 1.14% 22
2013
Q4 		$694K Buy
+55,617
New +$668K 0.34% 35

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
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brouwer & Janachowski's SCHM Position: Q3 2021 in Review

Brouwer & Janachowski increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.16% in Q3 2021, buying an estimated $87.4K and bringing the position to 2,058,582 shares worth $52.6M. The position accounts for 9.17% of the portfolio, ranked #3.

Brouwer & Janachowski first reported a position in SCHM in Q4 2013 and has held it in 32 quarters since. The position peaked at $53.6M in Q2 2021. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Brouwer & Janachowski held 2,058,582 shares of Schwab US Mid-Cap ETF worth $52.6M as of Q3 2021.
  • Brouwer & Janachowski bought 3,345 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $87.4K.
  • Schwab US Mid-Cap ETF made up 9.17% of Brouwer & Janachowski's portfolio in Q3 2021, its #3 holding.
  • Brouwer & Janachowski first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 32 quarters since.
  • Brouwer & Janachowski's Schwab US Mid-Cap ETF position peaked at $53.6M in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.