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Gladstone Institutional Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gladstone Institutional Advisory’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
2020
Q3 		– Sell
-24,306
Closed -$426K – 295
2020
Q2 		$426K Sell
24,306
-52,944
-69% -$863K 0.11% 142
2020
Q1 		$1.09M Buy
77,250
+3,537
+5% +$64.8K 0.28% 80
2019
Q4 		$1.48M Buy
73,713
+3,294
+5% +$63.8K 0.36% 64
2019
Q3 		$1.33M Sell
70,419
-5,298
-7% -$100K 0.34% 62
2019
Q2 		$1.44M Buy
75,717
+6,021
+9% +$113K 0.44% 52
2019
Q1 		$1.29M Buy
+69,696
New +$1.25M 0.47% 50

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Gladstone Institutional Advisory's SCHM Position: Q3 2020 in Review

Gladstone Institutional Advisory sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 24,306 shares — an estimated $426K sold.

Gladstone Institutional Advisory first reported a position in SCHM in Q1 2019 and held it in 6 quarters. The position peaked at $1.48M in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • Gladstone Institutional Advisory reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 24,306 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $426K.
  • Gladstone Institutional Advisory first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 6 quarters.
  • Gladstone Institutional Advisory's Schwab US Mid-Cap ETF position peaked at $1.48M in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.