Certified Advisory Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-2,277	Closed	-$57K	–	629
2021 Q1	$57K	Buy	+2,277	New	+$55.2K	0.01%	330
2020 Q2	$48K	Buy	2,751 +60	+2%	+$978	0.02%	311
2020 Q1	$38K	Buy	2,691 +60	+2%	+$1.1K	0.02%	317
2019 Q4	$53K	Buy	2,631 +27	+1%	+$523	0.02%	309
2019 Q3	$49K	Buy	2,604 +63	+2%	+$1.19K	0.02%	323
2019 Q2	$48K	Sell	2,541 -2,220	-47%	-$41.5K	0.02%	327
2019 Q1	$88K	Buy	4,761 +846	+22%	+$15.1K	0.04%	231
2018 Q4	$63K	Buy	3,915 +72	+2%	+$1.26K	0.03%	246
2018 Q3	$74K	Buy	3,843 +651	+20%	+$12.4K	0.03%	241
2018 Q2	$58K	Buy	3,192 +1,218	+62%	+$22K	0.03%	262
2018 Q1	$34K	Sell	1,974 -177,540	-99%	-$3.19M	0.02%	328
2017 Q4	$59K	Buy	+179,514	New	+$3.1M	0.04%	214

Other funds holding SCHM

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Certified Advisory Corp's SCHM Position: Q2 2021 in Review

Certified Advisory Corp sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 2,277 shares — an estimated $57K sold.

Certified Advisory Corp first reported a position in SCHM in Q4 2017 and held it in 12 quarters. The position peaked at $88K in Q1 2019. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

Certified Advisory Corp reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 2,277 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $57K.
Certified Advisory Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Schwab US Mid-Cap ETF position peaked at $88K in Q1 2019.
695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.