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Cypress Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cypress Wealth 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
-7,719
Closed -$201K – 258
2021
Q2 		$201K Sell
7,719
-26,748
-78% -$691K 0.05% 252
2021
Q1 		$855K Buy
34,467
+6,441
+23% +$156K 0.18% 99
2020
Q4 		$637K Buy
+28,026
New +$584K 0.14% 112
2020
Q3 		– Sell
-29,019
Closed -$538K – 457
2020
Q2 		$509K Sell
29,019
-14,163
-33% -$231K 0.12% 147
2020
Q1 		$607K Sell
43,182
-17,865
-29% -$327K 0.18% 114
2019
Q4 		$1.22M Sell
61,047
-13,620
-18% -$264K 0.31% 89
2019
Q3 		$1.41M Sell
74,667
-17,550
-19% -$332K 0.39% 78
2019
Q2 		$1.75M Sell
92,217
-11,658
-11% -$218K 0.51% 61
2019
Q1 		$1.92M Sell
103,875
-17,904
-15% -$320K 0.61% 53
2018
Q4 		$1.95M Buy
121,779
+62,265
+105% +$1.09M 0.77% 38
2018
Q3 		$1.15M Sell
59,514
-450
-0.8% -$8.57K 0.41% 72
2018
Q2 		$1.1M Buy
59,964
+7,986
+15% +$144K 0.42% 71
2018
Q1 		$916K Buy
51,978
+8,688
+20% +$156K 0.39% 75
2017
Q4 		$769K Buy
+43,290
New +$747K 0.32% 84

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

Cypress Wealth Services's SCHM Position: Q3 2021 in Review

Cypress Wealth Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 7,719 shares — an estimated $201K sold.

Cypress Wealth Services first reported a position in SCHM in Q4 2017 and held it in 14 quarters. The position peaked at $1.95M in Q4 2018. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Cypress Wealth Services reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 7,719 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $201K.
  • Cypress Wealth Services first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 14 quarters.
  • Cypress Wealth Services's Schwab US Mid-Cap ETF position peaked at $1.95M in Q4 2018.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.