DeGreen Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

DeGreen Capital Management’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	$2.27M	Sell	88,851 -5,805	-6%	-$152K	0.75%	19
2021 Q2	$2.47M	Sell	94,656 -12,828	-12%	-$331K	0.83%	19
2021 Q1	$1.64M	Sell	107,484 -56,013	-34%	-$1.36M	0.96%	20
2020 Q4	$4.96M	Buy	163,497 +51,252	+46%	+$1.07M	1.93%	18
2020 Q3	$2.08M	Sell	112,245 -882	-0.8%	-$16.3K	0.92%	20
2020 Q2	$1.98M	Sell	113,127 -7,329	-6%	-$119K	0.95%	21
2020 Q1	$1.69M	Buy	120,456 +15,366	+15%	+$281K	0.94%	20
2019 Q4	$2.11M	Sell	105,090 -1,443	-1%	-$27.9K	1.04%	17
2019 Q3	$2.01M	Sell	106,533 -65,391	-38%	-$1.24M	1.05%	17
2019 Q2	$3.27M	Sell	171,924 -45,483	-21%	-$851K	1.65%	17
2019 Q1	$4.01M	Buy	217,407 +59,082	+37%	+$1.06M	2.07%	16
2018 Q4	$25.3M	Buy	+158,325	New	+$2.77M	1.39%	16

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

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

DeGreen Capital Management's SCHM Position: Q3 2021 in Review

DeGreen Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.1% in Q3 2021, selling an estimated $152K and leaving 88,851 shares worth $2.27M. The position accounts for 0.75% of the portfolio, ranked #19.

DeGreen Capital Management first reported a position in SCHM in Q4 2018 and has held it in 12 quarters since. The position peaked at $25.3M in Q4 2018. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

DeGreen Capital Management held 88,851 shares of Schwab US Mid-Cap ETF worth $2.27M as of Q3 2021.
DeGreen Capital Management sold 5,805 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $152K.
Schwab US Mid-Cap ETF made up 0.75% of DeGreen Capital Management's portfolio in Q3 2021, its #19 holding.
DeGreen Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 12 quarters since.
DeGreen Capital Management's Schwab US Mid-Cap ETF position peaked at $25.3M in Q4 2018.
691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on DeGreen Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.