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

Evoke Wealth’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
-375
Closed -$9K – 1226
2021
Q1 		$9K Buy
+375
New +$9.1K ﹤0.01% 712

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Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
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

Evoke Wealth's SCHM Position: Q2 2021 in Review

Evoke Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 375 shares — an estimated $9K sold.

Evoke Wealth first reported a position in SCHM in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

  • Evoke Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Evoke Wealth sold 375 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $9K.
  • Evoke Wealth first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Evoke Wealth's Schwab US Mid-Cap ETF position peaked at $9K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.