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

Horan Capital 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
2020
Q4 		– Sell
-645
Closed -$12K – 242
2020
Q3 		$12K Buy
+645
New +$11.9K 0.01% 240
2020
Q1 		– Sell
-645
Closed -$13K – 220
2019
Q4 		$13K Hold
645
– – 0.01% 215
2019
Q3 		$12K Buy
+645
New +$12.2K 0.01% 225
2019
Q2 		– Sell
-300
Closed -$6K – 211
2019
Q1 		$6K Buy
+300
New +$5.36K ﹤0.01% 232

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Horan Capital Advisors's SCHM Position: Q4 2020 in Review

Horan Capital Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2020, closing a stake of 645 shares — an estimated $12K sold.

Horan Capital Advisors first reported a position in SCHM in Q1 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 651 funds tracked by Wall St. Rank hold SCHM as of Q4 2020.

  • Horan Capital Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 645 Schwab US Mid-Cap ETF shares in Q4 2020, an estimated $12K.
  • Horan Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 4 quarters.
  • Horan Capital Advisors's Schwab US Mid-Cap ETF position peaked at $13K in Q4 2019.
  • 651 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.