Insight Wealth Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Insight Wealth Strategies’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 Q2	–	Sell	-19,089	Closed	-$268K	–	178
2020 Q1	$268K	Sell	19,089 -680,322	-97%	-$12.5M	0.07%	123
2019 Q4	$14M	Buy	699,411 +8,256	+1%	+$160K	2.97%	10
2019 Q3	$13M	Buy	691,155 +39,816	+6%	+$752K	3.06%	11
2019 Q2	$12.4M	Buy	651,339 +357,816	+122%	+$6.69M	3.03%	13
2019 Q1	$5.42M	Buy	293,523 +8,604	+3%	+$154K	1.51%	17
2018 Q4	$4.55M	Buy	+284,919	New	+$4.98M	1.39%	17

Other funds holding SCHM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

PCIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Insight Wealth Strategies's SCHM Position: Q2 2020 in Review

Insight Wealth Strategies sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 19,089 shares — an estimated $268K sold.

Insight Wealth Strategies first reported a position in SCHM in Q4 2018 and held it in 6 quarters. The position peaked at $14M in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

Insight Wealth Strategies reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Insight Wealth Strategies sold 19,089 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $268K.
Insight Wealth Strategies first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
Insight Wealth Strategies's Schwab US Mid-Cap ETF position peaked at $14M in Q4 2019.
583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Insight Wealth Strategies's 13F filing for Q2 2020, filed 31 Jul 2020.