Indie Asset Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Indie Asset Partners’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	–	Sell	-9,066	Closed	-$237K	–	130
2021 Q2	$237K	Sell	9,066 -1,050	-10%	-$27.1K	0.19%	110
2021 Q1	$251K	Sell	10,116 -5,214	-34%	-$126K	0.29%	94
2020 Q4	$348K	Sell	15,330 -10,602	-41%	-$221K	0.41%	64
2020 Q3	$480K	Sell	25,932 -12,927	-33%	-$239K	0.6%	45
2020 Q2	$742K	Sell	38,859 -101,085	-72%	-$1.65M	0.93%	26
2020 Q1	$1.97M	Sell	139,944 -73,731	-35%	-$1.35M	2.45%	10
2019 Q4	$4.28M	Buy	+213,675	New	+$4.14M	4.55%	5

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

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Indie Asset Partners's SCHM Position: Q3 2021 in Review

Indie Asset Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 9,066 shares — an estimated $237K sold.

Indie Asset Partners first reported a position in SCHM in Q4 2019 and held it in 7 quarters. The position peaked at $4.28M in Q4 2019. 692 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

Indie Asset Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Indie Asset Partners sold 9,066 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $237K.
Indie Asset Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 7 quarters.
Indie Asset Partners's Schwab US Mid-Cap ETF position peaked at $4.28M in Q4 2019.
692 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Indie Asset Partners's 13F filing for Q3 2021, filed 9 Nov 2021.