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MFA Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MFA Wealth 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
2020
Q3 		– Sell
-11,952
Closed -$210K – 183
2020
Q2 		$210K Sell
11,952
-128,061
-91% -$2.09M 0.14% 43
2020
Q1 		$1.97M Buy
140,013
+128,214
+1,087% +$2.35M 1.91% 20
2019
Q4 		$236K Buy
11,799
+756
+7% +$14.6K 0.17% 39
2019
Q3 		$208K Sell
11,043
-2,946
-21% -$55.7K 0.17% 38
2019
Q2 		$266K Sell
13,989
-127,098
-90% -$2.38M 0.2% 36
2019
Q1 		$2.61M Buy
+141,087
New +$2.52M 1.72% 17
2018
Q4 		– Sell
-139,851
Closed -$2.48M – 49
2018
Q3 		$2.48M Sell
139,851
-699,174
-83% -$13.3M 1.85% 16
2018
Q2 		$15.9M Buy
839,025
+19,608
+2% +$355K 10.46% 2
2018
Q1 		$14.5M Buy
819,417
+640,398
+358% +$11.5M 10.95% 2
2017
Q4 		$3.3M Buy
+179,019
New +$3.09M 2.24% 14

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

MFA Wealth Advisors's SCHM Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 11,952 shares — an estimated $210K sold.

MFA Wealth Advisors first reported a position in SCHM in Q4 2017 and held it in 10 quarters. The position peaked at $15.9M in Q2 2018. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • MFA Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 11,952 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $210K.
  • MFA Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
  • MFA Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $15.9M in Q2 2018.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.