CIAS
SCHM icon

CFS Investment Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CFS Investment Advisory Services’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 		– Sell
-242,382
Closed -$6.32M – 211
2021
Q2 		$6.32M Buy
+242,382
New +$6.26M 5.77% 7

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

CFS Investment Advisory Services's SCHM Position: Q3 2021 in Review

CFS Investment Advisory Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 242,382 shares — an estimated $6.32M sold.

CFS Investment Advisory Services first reported a position in SCHM in Q2 2021 and held it in 1 quarter. The position peaked at $6.32M in Q2 2021. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • CFS Investment Advisory Services reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • CFS Investment Advisory Services sold 242,382 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $6.32M.
  • CFS Investment Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 1 quarter.
  • CFS Investment Advisory Services's Schwab US Mid-Cap ETF position peaked at $6.32M in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on CFS Investment Advisory Services's 13F filing for Q3 2021, filed 19 Nov 2021.