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

Lighthouse Financial 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 		$36.9M Buy
1,488,858
+40,578
+3% +$984K 11.19% 2
2020
Q4 		$32.9M Sell
1,448,280
-244,932
-14% -$5.11M 11.16% 2
2020
Q3 		$31.3M Buy
1,693,212
+17,754
+1% +$329K 11.91% 2
2020
Q2 		$29.4M Buy
1,675,458
+456,762
+37% +$7.44M 12.37% 2
2020
Q1 		$17M Buy
1,218,696
+269,394
+28% +$4.93M 10.35% 2
2019
Q4 		$19M Buy
+949,302
New +$18.4M 8.96% 2

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

Lighthouse Financial Advisors's SCHM Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.8% in Q1 2021, buying an estimated $984K and bringing the position to 1,488,858 shares worth $36.9M. The position accounts for 11.19% of the portfolio, ranked #2.

Lighthouse Financial Advisors first reported a position in SCHM in Q4 2019 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • Lighthouse Financial Advisors held 1,488,858 shares of Schwab US Mid-Cap ETF worth $36.9M as of Q1 2021.
  • Lighthouse Financial Advisors bought 40,578 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $984K.
  • Schwab US Mid-Cap ETF made up 11.19% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #2 holding.
  • Lighthouse Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.