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McKinley Carter Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

McKinley Carter Wealth Services’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
Q3 		– Sell
-11,496
Closed -$202K – 144
2020
Q2 		$202K Buy
+11,496
New +$187K 0.05% 132
2020
Q1 		– Sell
-16,473
Closed -$330K – 173
2019
Q4 		$330K Sell
16,473
-246
-1% -$4.76K 0.08% 132
2019
Q3 		$315K Sell
16,719
-2,850
-15% -$53.8K 0.08% 133
2019
Q2 		$372K Buy
19,569
+1,023
+6% +$19.1K 0.1% 123
2019
Q1 		$342K Buy
18,546
+183
+1% +$3.27K 0.1% 121
2018
Q4 		$293K Buy
18,363
+201
+1% +$3.51K 0.1% 128
2018
Q3 		$350K Sell
18,162
-4,311
-19% -$82.1K 0.1% 122
2018
Q2 		$411K Buy
22,473
+300
+1% +$5.43K 0.13% 110
2018
Q1 		$391K Sell
22,173
-126
-0.6% -$2.26K 0.13% 111
2017
Q4 		$396K Sell
22,299
-162
-0.7% -$2.8K 0.14% 107
2017
Q3 		$375K Buy
22,461
+6,435
+40% +$105K 0.14% 104
2017
Q2 		$257K Buy
+16,026
New +$255K 0.11% 111

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
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

McKinley Carter Wealth Services's SCHM Position: Q3 2020 in Review

McKinley Carter Wealth Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 11,496 shares — an estimated $202K sold.

McKinley Carter Wealth Services first reported a position in SCHM in Q2 2017 and held it in 12 quarters. The position peaked at $411K in Q2 2018. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • McKinley Carter Wealth Services reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 11,496 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $202K.
  • McKinley Carter Wealth Services first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 12 quarters.
  • McKinley Carter Wealth Services's Schwab US Mid-Cap ETF position peaked at $411K in Q2 2018.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2020, filed 14 Oct 2020.