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

Hoover Financial 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 Q2	$207K	Sell	7,923 -24	-0.3%	-$620	0.04%	133
2021 Q1	$204K	Sell	7,947 -3,909	-33%	-$94.8K	0.04%	123
2020 Q4	$284K	Sell	11,856 -1,938	-14%	-$40.4K	0.07%	82
2020 Q3	$255K	Sell	13,794 -939	-6%	-$17.4K	0.08%	83
2020 Q2	$258K	Sell	14,733 -570	-4%	-$9.29K	0.1%	78
2020 Q1	$215K	Sell	15,303 -4,116	-21%	-$75.4K	0.12%	75
2019 Q4	$389K	Buy	+19,419	New	+$376K	0.19%	58

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Hoover Financial Advisors's SCHM Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.3% in Q2 2021, selling an estimated $620 and leaving 7,923 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #133.

Hoover Financial Advisors first reported a position in SCHM in Q4 2019 and has held it in 7 quarters since. The position peaked at $389K in Q4 2019. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

Hoover Financial Advisors held 7,923 shares of Schwab US Mid-Cap ETF worth $207K as of Q2 2021.
Hoover Financial Advisors sold 24 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $620.
Schwab US Mid-Cap ETF made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #133 holding.
Hoover Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 7 quarters since.
Hoover Financial Advisors's Schwab US Mid-Cap ETF position peaked at $389K in Q4 2019.
695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.