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Corbenic Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Corbenic Partners’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
-306
Closed -$8K – 270
2021
Q1 		$8K Buy
+306
New +$7.42K ﹤0.01% 186
2020
Q2 		– Sell
-114
Closed -$2K – 191
2020
Q1 		$2K Buy
114
+30
+36% +$549 ﹤0.01% 155
2019
Q4 		$2K Buy
+84
New +$1.63K ﹤0.01% 164

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HighTower Advisors
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BCM
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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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Corbenic Partners's SCHM Position: Q2 2021 in Review

Corbenic Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 306 shares — an estimated $8K sold.

Corbenic Partners first reported a position in SCHM in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

  • Corbenic Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Corbenic Partners sold 306 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $8K.
  • Corbenic Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 3 quarters.
  • Corbenic Partners's Schwab US Mid-Cap ETF position peaked at $8K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on Corbenic Partners's 13F filing for Q2 2021, filed 21 Jul 2021.