PFWA
SCHM icon

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

Paces Ferry 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
Q4 		– Sell
-4,254
Closed -$79K – 927
2020
Q3 		$79K Buy
+4,254
New +$78.8K 0.07% 183

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Paces Ferry Wealth Advisors's SCHM Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2020, closing a stake of 4,254 shares — an estimated $79K sold.

Paces Ferry Wealth Advisors first reported a position in SCHM in Q3 2020 and held it in 1 quarter. The position peaked at $79K in Q3 2020. 651 funds tracked by Wall St. Rank hold SCHM as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 4,254 Schwab US Mid-Cap ETF shares in Q4 2020, an estimated $79K.
  • Paces Ferry Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $79K in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.