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

Frontier Wealth 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 		– Sell
-8,340
Closed -$218K – 446
2021
Q2 		$218K Sell
8,340
-90
-1% -$2.33K 0.02% 394
2021
Q1 		$209K Buy
+8,430
New +$205K 0.02% 360
2020
Q4 		– Sell
-27,114
Closed -$501K – 390
2020
Q3 		$501K Sell
27,114
-1,944
-7% -$36K 0.05% 215
2020
Q2 		$510K Sell
29,058
-12,621
-30% -$206K 0.05% 207
2020
Q1 		$586K Buy
41,679
+8,805
+27% +$161K 0.1% 167
2019
Q4 		$659K Sell
32,874
-855
-3% -$16.6K 0.11% 145
2019
Q3 		$636K Sell
33,729
-4,245
-11% -$80.2K 0.09% 164
2019
Q2 		$723K Buy
37,974
+2,424
+7% +$45.3K 0.11% 149
2019
Q1 		$656K Buy
35,550
+912
+3% +$16.3K 0.09% 186
2018
Q4 		$553K Buy
34,638
+11,520
+50% +$201K 0.08% 195
2018
Q3 		$446K Buy
23,118
+10,059
+77% +$192K 0.04% 244
2018
Q2 		$239K Buy
13,059
+237
+2% +$4.29K 0.03% 327
2018
Q1 		$226K Buy
12,822
+201
+2% +$3.61K 0.03% 338
2017
Q4 		$224K Buy
+12,621
New +$218K 0.04% 314
2016
Q3 		– Sell
-117,024
Closed -$1.64M – 375
2016
Q2 		$1.64M Buy
117,024
+9,801
+9% +$135K 0.26% 96
2016
Q1 		$1.45M Buy
107,223
+3,753
+4% +$47.4K 0.12% 104
2015
Q4 		$1.38M Sell
103,470
-2,277
-2% -$30.9K 0.22% 106
2015
Q3 		$1.37M Buy
105,747
+246
+0.2% +$3.42K 0.22% 106
2015
Q2 		$1.5M Sell
105,501
-2,115
-2% -$30.6K 0.23% 99
2015
Q1 		$1.55M Buy
107,616
+1,002
+0.9% +$14K 0.25% 79
2014
Q4 		$1.45M Buy
+106,614
New +$1.4M 0.27% 61

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

Frontier Wealth Management's SCHM Position: Q3 2021 in Review

Frontier Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 8,340 shares — an estimated $218K sold.

Frontier Wealth Management first reported a position in SCHM in Q4 2014 and held it in 21 quarters. The position peaked at $1.64M in Q2 2016. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Frontier Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Frontier Wealth Management sold 8,340 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $218K.
  • Frontier Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and held it in 21 quarters.
  • Frontier Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.64M in Q2 2016.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Frontier Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.