MSA
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Marino Stram & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Marino Stram & Associates’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
-145,896
Closed -$3.81M – 262
2021
Q2 		$3.81M Buy
+145,896
New +$3.77M 0.99% 26

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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marino Stram & Associates's SCHM Position: Q3 2021 in Review

Marino Stram & Associates sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 145,896 shares — an estimated $3.81M sold.

Marino Stram & Associates first reported a position in SCHM in Q2 2021 and held it in 1 quarter. The position peaked at $3.81M in Q2 2021. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Marino Stram & Associates reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 145,896 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $3.81M.
  • Marino Stram & Associates first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's Schwab US Mid-Cap ETF position peaked at $3.81M in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.