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

Nikulski Financial’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 Q2	–	Sell	-8,955	Closed	-$222K	–	126
2021 Q1	$222K	Hold	8,955	–	–	0.11%	113
2020 Q4	$204K	Buy	+8,955	New	+$187K	0.11%	109
2020 Q1	–	Sell	-14,010	Closed	-$282K	–	106
2019 Q4	$282K	Hold	14,010	–	–	0.2%	75
2019 Q3	$262K	Hold	14,010	–	–	0.22%	74
2019 Q2	$269K	Hold	14,010	–	–	0.23%	70
2019 Q1	$259K	Hold	14,010	–	–	0.25%	64
2018 Q4	$224K	Sell	14,010 -2,100	-13%	-$36.7K	0.24%	65
2018 Q3	$283K	Buy	16,110 +2,100	+15%	+$40K	0.26%	58
2018 Q2	$256K	Hold	14,010	–	–	0.24%	63
2018 Q1	$247K	Buy	+14,010	New	+$252K	0.25%	66

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

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

Nikulski Financial's SCHM Position: Q2 2021 in Review

Nikulski Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 8,955 shares — an estimated $222K sold.

Nikulski Financial first reported a position in SCHM in Q1 2018 and held it in 10 quarters. The position peaked at $283K in Q3 2018. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

Nikulski Financial reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Nikulski Financial sold 8,955 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $222K.
Nikulski Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 10 quarters.
Nikulski Financial's Schwab US Mid-Cap ETF position peaked at $283K in Q3 2018.
695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on Nikulski Financial's 13F filing for Q2 2021, filed 11 Aug 2021.