EHPM
SCHM icon

Emery Howard Portfolio Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Emery Howard Portfolio 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
Q4 		$20.1M Sell
750,288
-12,897
-2% -$344K 2.6% 12
2021
Q3 		$19.5M Sell
763,185
-13,101
-2% -$342K 2.86% 12
2021
Q2 		$20.3M Sell
776,286
-12,831
-2% -$331K 2.98% 12
2021
Q1 		$19.6M Sell
789,117
-14,907
-2% -$362K 3.16% 10
2020
Q4 		$18.3M Sell
804,024
-8,319
-1% -$173K 3.15% 11
2020
Q3 		$15M Sell
812,343
-6,099
-0.7% -$113K 2.99% 10
2020
Q2 		$14.4M Sell
818,442
-90,738
-10% -$1.48M 3.08% 10
2020
Q1 		$12.8M Buy
909,180
+26,016
+3% +$476K 3.12% 9
2019
Q4 		$17.7M Buy
883,164
+9,135
+1% +$177K 3.3% 10
2019
Q3 		$16.5M Sell
874,029
-903
-0.1% -$17.1K 3.34% 10
2019
Q2 		$16.6M Buy
874,932
+7,860
+0.9% +$147K 3.37% 10
2019
Q1 		$16M Buy
867,072
+5,913
+0.7% +$106K 3.33% 10
2018
Q4 		$13.8M Sell
861,159
-54,495
-6% -$952K 3.25% 11
2018
Q3 		$17.7M Buy
915,654
+43,461
+5% +$828K 3.63% 9
2018
Q2 		$16M Buy
872,193
+9,927
+1% +$180K 3.42% 10
2018
Q1 		$15.2M Buy
862,266
+15,834
+2% +$284K 3.28% 11
2017
Q4 		$15M Sell
846,432
-1,566
-0.2% -$27K 3.21% 11
2017
Q3 		$14.2M Buy
847,998
+24,660
+3% +$401K 3.14% 11
2017
Q2 		$13.2M Buy
823,338
+29,301
+4% +$466K 2.87% 11
2017
Q1 		$12.5M Buy
794,037
+27,582
+4% +$430K 2.84% 10
2016
Q4 		$11.5M Buy
766,455
+2,676
+0.4% +$39.2K 2.72% 11
2016
Q3 		$11.1M Buy
763,779
+20,058
+3% +$290K 2.65% 11
2016
Q2 		$10.4M Buy
743,721
+17,451
+2% +$241K 2.59% 11
2016
Q1 		$9.83M Buy
726,270
+69,591
+11% +$878K 2.49% 11
2015
Q4 		$8.77M Buy
656,679
+61,695
+10% +$838K 2.26% 12
2015
Q3 		$7.72M Buy
594,984
+38,481
+7% +$534K 2.11% 12
2015
Q2 		$7.91M Buy
556,503
+37,557
+7% +$543K 2.03% 13
2015
Q1 		$7.46M Buy
518,946
+140,412
+37% +$1.96M 1.92% 12
2014
Q4 		$5.13M Buy
378,534
+125,997
+50% +$1.66M 1.48% 12
2014
Q3 		$3.26M Buy
252,537
+46,836
+23% +$620K 1.03% 14
2014
Q2 		$2.76M Buy
205,701
+70,557
+52% +$909K 0.85% 13
2014
Q1 		$1.74M Buy
135,144
+22,248
+20% +$281K 0.57% 14
2013
Q4 		$1.41M Buy
112,896
+5,244
+5% +$63K 0.47% 16
2013
Q3 		$1.24M Buy
107,652
+25,551
+31% +$288K 0.46% 18
2013
Q2 		$875K Buy
+82,101
New +$875K 0.34% 19

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Emery Howard Portfolio Management's SCHM Position: Q4 2021 in Review

Emery Howard Portfolio Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q4 2021, selling an estimated $344K and leaving 750,288 shares worth $20.1M. The position accounts for 2.6% of the portfolio, ranked #12.

Emery Howard Portfolio Management first reported a position in SCHM in Q2 2013 and has held it in 35 quarters since. The position peaked at $20.3M in Q2 2021. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • Emery Howard Portfolio Management held 750,288 shares of Schwab US Mid-Cap ETF worth $20.1M as of Q4 2021.
  • Emery Howard Portfolio Management sold 12,897 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $344K.
  • Schwab US Mid-Cap ETF made up 2.6% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #12 holding.
  • Emery Howard Portfolio Management first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 35 quarters since.
  • Emery Howard Portfolio Management's Schwab US Mid-Cap ETF position peaked at $20.3M in Q2 2021.
  • 769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.