Burt Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Burt Wealth 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	-216	Closed	-$5K	–	301
2020 Q4	$5K	Hold	216	–	–	﹤0.01%	317
2020 Q3	$4K	Hold	216	–	–	﹤0.01%	324
2020 Q2	$4K	Sell	216 -129	-37%	-$2.1K	﹤0.01%	306
2020 Q1	$5K	Buy	345 +129	+60%	+$2.36K	﹤0.01%	313
2019 Q4	$4K	Hold	216	–	–	﹤0.01%	299
2019 Q3	$4K	Hold	216	–	–	﹤0.01%	302
2019 Q2	$4K	Hold	216	–	–	﹤0.01%	306
2019 Q1	$4K	Hold	216	–	–	﹤0.01%	313
2018 Q4	$3K	Hold	216	–	–	﹤0.01%	317
2018 Q3	$4K	Hold	216	–	–	﹤0.01%	332
2018 Q2	$4K	Hold	216	–	–	﹤0.01%	318
2018 Q1	$4K	Hold	216	–	–	﹤0.01%	328
2017 Q4	$4K	Hold	216	–	–	﹤0.01%	320
2017 Q3	$4K	Hold	216	–	–	﹤0.01%	311
2017 Q2	$3K	Hold	216	–	–	﹤0.01%	362
2017 Q1	$3K	Hold	216	–	–	﹤0.01%	317
2016 Q4	$3K	Hold	216	–	–	﹤0.01%	345
2016 Q3	$3K	Hold	216	–	–	﹤0.01%	344
2016 Q2	$3K	Hold	216	–	–	﹤0.01%	348
2016 Q1	$1K	Hold	216	–	–	﹤0.01%	550
2015 Q4	$2K	Hold	216	–	–	﹤0.01%	458
2015 Q3	$2K	Hold	216	–	–	﹤0.01%	346
2015 Q2	$3K	Hold	216	–	–	﹤0.01%	332
2015 Q1	$3K	Buy	216 +18	+9%	+$251	﹤0.01%	306
2014 Q4	$3K	Buy	+198	New	+$2.61K	﹤0.01%	296

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Burt Wealth Advisors's SCHM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 216 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in SCHM in Q4 2014 and held it in 25 quarters. The position peaked at $5K in Q4 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

Burt Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 216 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $5K.
Burt Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $5K in Q4 2020.
668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.