PEA
SCHM icon

Pacific Edge Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pacific Edge 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
2021
Q3 		$12.1M Buy
473,940
+28,170
+6% +$736K 5.89% 4
2021
Q2 		$11.6M Sell
445,770
-32,760
-7% -$846K 6.05% 4
2021
Q1 		$11.9M Buy
478,530
+16,980
+4% +$412K 5.72% 5
2020
Q4 		$10.5M Sell
461,550
-14,400
-3% -$300K 5.46% 6
2020
Q3 		$8.8M Sell
475,950
-45,840
-9% -$849K 5.07% 7
2020
Q2 		$9.15M Sell
521,790
-195,120
-27% -$3.18M 5.4% 8
2020
Q1 		$10.1M Buy
716,910
+216,765
+43% +$3.97M 7.19% 5
2019
Q4 		$10M Buy
500,145
+105,540
+27% +$2.04M 6.11% 6
2019
Q3 		$7.44M Buy
394,605
+9,945
+3% +$188K 4.86% 6
2019
Q2 		$7.32M Sell
384,660
-6,870
-2% -$129K 4.83% 6
2019
Q1 		$7.23M Sell
391,530
-34,215
-8% -$611K 4.38% 7
2018
Q4 		$6.8M Sell
425,745
-114,915
-21% -$2.01M 4.33% 7
2018
Q3 		$10.4M Sell
540,660
-30,885
-5% -$588K 5.75% 8
2018
Q2 		$10.5M Sell
571,545
-11,040
-2% -$200K 5.77% 7
2018
Q1 		$10.3M Buy
582,585
+136,785
+31% +$2.46M 6.32% 7
2017
Q4 		$7.92M Buy
+445,800
New +$7.69M 5.61% 7

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pacific Edge Advisors's SCHM Position: Q3 2021 in Review

Pacific Edge Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.3% in Q3 2021, buying an estimated $736K and bringing the position to 473,940 shares worth $12.1M. The position accounts for 5.89% of the portfolio, ranked #4.

Pacific Edge Advisors first reported a position in SCHM in Q4 2017 and has held it in 16 quarters since. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Pacific Edge Advisors held 473,940 shares of Schwab US Mid-Cap ETF worth $12.1M as of Q3 2021.
  • Pacific Edge Advisors bought 28,170 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $736K.
  • Schwab US Mid-Cap ETF made up 5.89% of Pacific Edge Advisors's portfolio in Q3 2021, its #4 holding.
  • Pacific Edge Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.