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Harborview Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Harborview Advisors’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 		$1.67M Sell
65,217
-99
-0.2% -$2.59K 0.93% 22
2021
Q2 		$1.7M Sell
65,316
-8,592
-12% -$222K 0.95% 22
2021
Q1 		$1.83M Buy
73,908
+2,775
+4% +$67.3K 1.11% 20
2020
Q4 		$1.62M Sell
71,133
-2,307
-3% -$48.1K 1.08% 19
2020
Q3 		$1.36M Buy
73,440
+3,744
+5% +$69.4K 1.04% 21
2020
Q2 		$1.22M Buy
69,696
+1,845
+3% +$30.1K 1.01% 20
2020
Q1 		$954K Sell
67,851
-744
-1% -$13.6K 0.95% 20
2019
Q4 		$1.38M Sell
68,595
-2,136
-3% -$41.4K 1.05% 17
2019
Q3 		$1.33M Buy
70,731
+852
+1% +$16.1K 1.07% 16
2019
Q2 		$1.33M Buy
69,879
+792
+1% +$14.8K 1.08% 17
2019
Q1 		$1.28M Buy
69,087
+900
+1% +$16.1K 1.11% 17
2018
Q4 		$1.09M Buy
68,187
+1,449
+2% +$25.3K 1.28% 15
2018
Q3 		$1.29M Buy
66,738
+243
+0.4% +$4.63K 1.31% 14
2018
Q2 		$1.22M Buy
66,495
+3,813
+6% +$69K 1.12% 18
2018
Q1 		$1.1M Buy
62,682
+6,264
+11% +$113K 1.05% 20
2017
Q4 		$1M Buy
+56,418
New +$974K 0.96% 22

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

Harborview Advisors's SCHM Position: Q3 2021 in Review

Harborview Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.15% in Q3 2021, selling an estimated $2.59K and leaving 65,217 shares worth $1.67M. The position accounts for 0.93% of the portfolio, ranked #22.

Harborview Advisors first reported a position in SCHM in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.83M in Q1 2021. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Harborview Advisors held 65,217 shares of Schwab US Mid-Cap ETF worth $1.67M as of Q3 2021.
  • Harborview Advisors sold 99 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $2.59K.
  • Schwab US Mid-Cap ETF made up 0.93% of Harborview Advisors's portfolio in Q3 2021, its #22 holding.
  • Harborview Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
  • Harborview Advisors's Schwab US Mid-Cap ETF position peaked at $1.83M in Q1 2021.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.