Laurel Wealth Advisors (North Carolina)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-5,544	Closed	-$145K	–	727
2021 Q2	$145K	Hold	5,544	–	–	0.03%	189
2021 Q1	$138K	Hold	5,544	–	–	0.03%	182
2020 Q4	$126K	Buy	5,544 +45	+0.8%	+$938	0.03%	180
2020 Q3	$102K	Sell	5,499 -255	-4%	-$4.72K	0.03%	180
2020 Q2	$101K	Buy	5,754 +1,080	+23%	+$17.6K	0.03%	175
2020 Q1	$66K	Sell	4,674 -1,545	-25%	-$28.3K	0.02%	195
2019 Q4	$125K	Hold	6,219	–	–	0.04%	169
2019 Q3	$117K	Buy	6,219 +1,125	+22%	+$21.3K	0.04%	168
2019 Q2	$97K	Buy	5,094 +900	+21%	+$16.8K	0.03%	180
2019 Q1	$77K	Sell	4,194 -405	-9%	-$7.24K	0.03%	199
2018 Q4	$73K	Buy	+4,599	New	+$80.4K	0.03%	188

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

Laurel Wealth Advisors (North Carolina)'s SCHM Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 5,544 shares — an estimated $145K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SCHM in Q4 2018 and held it in 11 quarters. The position peaked at $145K in Q2 2021. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

Laurel Wealth Advisors (North Carolina) reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 5,544 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $145K.
Laurel Wealth Advisors (North Carolina) first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 11 quarters.
Laurel Wealth Advisors (North Carolina)'s Schwab US Mid-Cap ETF position peaked at $145K in Q2 2021.
691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.