IA
SCHM icon

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

Inspire 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
Q1 		– Sell
-1,614
Closed -$37K – 600
2020
Q4 		$37K Buy
+1,614
New +$33.7K 0.01% 264

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
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
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Inspire Advisors's SCHM Position: Q1 2021 in Review

Inspire Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 1,614 shares — an estimated $37K sold.

Inspire Advisors first reported a position in SCHM in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • Inspire Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 1,614 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $37K.
  • Inspire Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Schwab US Mid-Cap ETF position peaked at $37K in Q4 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.