Intelligence Driven Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Intelligence Driven Advisers’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	–	Sell	-124,200	Closed	-$2.18M	–	101
2020 Q2	$2.18M	Sell	124,200 -48,867	-28%	-$796K	0.77%	31
2020 Q1	$2.43M	Sell	173,067 -24,366	-12%	-$446K	1.13%	22
2019 Q4	$3.96M	Sell	197,433 -12,507	-6%	-$242K	1.8%	16
2019 Q3	$3.96M	Sell	209,940 -105,330	-33%	-$1.99M	1.87%	14
2019 Q2	$6M	Sell	315,270 -38,256	-11%	-$716K	2.85%	12
2019 Q1	$6.53M	Sell	353,526 -29,424	-8%	-$526K	3.57%	9
2018 Q4	$6.12M	Buy	+382,950	New	+$6.69M	3.87%	6

Other funds holding SCHM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $187B AUM 21.7% 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

Intelligence Driven Advisers's SCHM Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 124,200 shares — an estimated $2.18M sold.

Intelligence Driven Advisers first reported a position in SCHM in Q4 2018 and held it in 7 quarters. The position peaked at $6.53M in Q1 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

Intelligence Driven Advisers reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 124,200 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $2.18M.
Intelligence Driven Advisers first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's Schwab US Mid-Cap ETF position peaked at $6.53M in Q1 2019.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.