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Legacy Wealth Management (Mississippi)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q4 		– Sell
-42,000
Closed -$777K – 97
2020
Q3 		$777K Hold
42,000
– – 0.54% 49
2020
Q2 		$737K Hold
42,000
– – 0.56% 52
2020
Q1 		$590K Sell
42,000
-54,000
-56% -$989K 0.55% 52
2019
Q4 		$1.92M Buy
+96,000
New +$1.86M 1.68% 9

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FI
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SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s SCHM Position: Q4 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2020, closing a stake of 42,000 shares — an estimated $777K sold.

Legacy Wealth Management (Mississippi) first reported a position in SCHM in Q4 2019 and held it in 4 quarters. The position peaked at $1.92M in Q4 2019. 651 funds tracked by Wall St. Rank hold SCHM as of Q4 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Schwab US Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 42,000 Schwab US Mid-Cap ETF shares in Q4 2020, an estimated $777K.
  • Legacy Wealth Management (Mississippi) first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 4 quarters.
  • Legacy Wealth Management (Mississippi)'s Schwab US Mid-Cap ETF position peaked at $1.92M in Q4 2019.
  • 651 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2020, filed 12 Dec 2024.