Newbridge Financial Services Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-693	Closed	-$18K	–	1524
2021 Q3	$18K	Hold	693	–	–	0.01%	697
2021 Q2	$18K	Buy	693 +3	+0.4%	+$77	0.01%	808
2021 Q1	$17K	Hold	690	–	–	0.01%	737
2020 Q4	$16K	Buy	690 +3	+0.4%	+$63	0.01%	599
2020 Q3	$13K	Buy	+687	New	+$12.7K	0.01%	615

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Newbridge Financial Services Group's SCHM Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 693 shares — an estimated $18K sold.

Newbridge Financial Services Group first reported a position in SCHM in Q3 2020 and held it in 5 quarters. The position peaked at $18K in Q3 2021. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

Newbridge Financial Services Group reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 693 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $18K.
Newbridge Financial Services Group first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 5 quarters.
Newbridge Financial Services Group's Schwab US Mid-Cap ETF position peaked at $18K in Q3 2021.
769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.