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

Independence 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
Q3 		$5K Hold
249
– – ﹤0.01% 160
2020
Q2 		$4K Sell
249
-24
-9% -$391 ﹤0.01% 156
2020
Q1 		$4K Buy
273
+3
+1% +$55 ﹤0.01% 141
2019
Q4 		$5K Buy
+270
New +$5.23K ﹤0.01% 152

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

Independence Advisors's SCHM Position: Q3 2020 in Review

Independence Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2020 at 249 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Independence Advisors first reported a position in SCHM in Q4 2019 and has held it in 4 quarters since. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • Independence Advisors held 249 shares of Schwab US Mid-Cap ETF worth $5K as of Q3 2020.
  • Independence Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q3 2020.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #160 holding.
  • Independence Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.