Hochman Cole Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hochman Cole Investment 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	$306K	Sell	11,985 -1,149	-9%	-$30K	0.12%	106
2021 Q2	$343K	Sell	13,134 -768	-6%	-$19.8K	0.14%	92
2021 Q1	$345K	Hold	13,902	–	–	0.14%	92
2020 Q4	$316K	Sell	13,902 -3,384	-20%	-$70.6K	0.14%	91
2020 Q3	$320K	Buy	17,286 +3	+0%	+$56	0.16%	89
2020 Q2	$303K	Hold	17,283	–	–	0.17%	87
2020 Q1	$243K	Buy	17,283 +2,013	+13%	+$36.9K	0.17%	88
2019 Q4	$306K	Sell	15,270 -501	-3%	-$9.7K	0.17%	91
2019 Q3	$297K	Buy	15,771 +1,584	+11%	+$29.9K	0.19%	86
2019 Q2	$270K	Buy	14,187 +651	+5%	+$12.2K	0.16%	97
2019 Q1	$250K	Hold	13,536	–	–	0.15%	103
2018 Q4	$216K	Buy	+13,536	New	+$237K	0.15%	101

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hochman Cole Investment Advisors's SCHM Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.7% in Q3 2021, selling an estimated $30K and leaving 11,985 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #106.

Hochman Cole Investment Advisors first reported a position in SCHM in Q4 2018 and has held it in 12 quarters since. The position peaked at $345K in Q1 2021. 692 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

Hochman Cole Investment Advisors held 11,985 shares of Schwab US Mid-Cap ETF worth $306K as of Q3 2021.
Hochman Cole Investment Advisors sold 1,149 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $30K.
Schwab US Mid-Cap ETF made up 0.12% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #106 holding.
Hochman Cole Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 12 quarters since.
Hochman Cole Investment Advisors's Schwab US Mid-Cap ETF position peaked at $345K in Q1 2021.
692 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.