Ledyard National Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ledyard National Bank’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 Q4	–	Sell	-17,808	Closed	-$455K	–	246
2021 Q3	$455K	Hold	17,808	–	–	0.05%	163
2021 Q2	$465K	Hold	17,808	–	–	0.05%	167
2021 Q1	$442K	Sell	17,808 -1,758	-9%	-$42.6K	0.05%	165
2020 Q4	$445K	Hold	19,566	–	–	0.05%	155
2020 Q3	$362K	Sell	19,566 -2,505	-11%	-$46.4K	0.05%	172
2020 Q2	$387K	Sell	22,071 -3,327	-13%	-$54.2K	0.05%	163
2020 Q1	$357K	Sell	25,398 -3,243	-11%	-$59.4K	0.05%	175
2019 Q4	$574K	Sell	28,641 -2,100	-7%	-$40.7K	0.07%	159
2019 Q3	$579K	Sell	30,741 -1,830	-6%	-$34.6K	0.08%	152
2019 Q2	$620K	Hold	32,571	–	–	0.08%	152
2019 Q1	$601K	Hold	32,571	–	–	0.08%	163
2018 Q4	$520K	Hold	32,571	–	–	0.07%	177
2018 Q3	$628K	Hold	32,571	–	–	0.07%	178
2018 Q2	$596K	Sell	32,571 -5,448	-14%	-$98.5K	0.07%	184
2018 Q1	$670K	Sell	38,019 -11,847	-24%	-$213K	0.08%	173
2017 Q4	$885K	Buy	+49,866	New	+$861K	0.11%	151

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ledyard National Bank's SCHM Position: Q4 2021 in Review

Ledyard National Bank sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 17,808 shares — an estimated $455K sold.

Ledyard National Bank first reported a position in SCHM in Q4 2017 and held it in 16 quarters. The position peaked at $885K in Q4 2017. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

Ledyard National Bank reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Ledyard National Bank sold 17,808 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $455K.
Ledyard National Bank first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 16 quarters.
Ledyard National Bank's Schwab US Mid-Cap ETF position peaked at $885K in Q4 2017.
769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Ledyard National Bank's 13F filing for Q4 2021, filed 31 Jan 2022.