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

Paracle 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 Q1	$2.99M	Sell	120,651 -5,787	-5%	-$140K	0.54%	29
2020 Q4	$2.87M	Sell	126,438 -495	-0.4%	-$10.3K	0.55%	29
2020 Q3	$2.35M	Hold	126,933	–	–	0.51%	30
2020 Q2	$2.23M	Sell	126,933 -5,562	-4%	-$90.7K	0.52%	31
2020 Q1	$1.86M	Buy	+132,495	New	+$2.43M	0.5%	36
2019 Q4	–	Sell	-13,890	Closed	-$261K	–	60
2019 Q3	$261K	Sell	13,890 -714	-5%	-$13.5K	0.06%	61
2019 Q2	$277K	Hold	14,604	–	–	0.07%	56
2019 Q1	$269K	Sell	14,604 -810	-5%	-$14.5K	0.07%	54
2018 Q4	$246K	Buy	+15,414	New	+$269K	0.07%	54

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Paracle Advisors's SCHM Position: Q1 2021 in Review

Paracle Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.6% in Q1 2021, selling an estimated $140K and leaving 120,651 shares worth $2.99M. The position accounts for 0.54% of the portfolio, ranked #29.

Paracle Advisors first reported a position in SCHM in Q4 2018 and has held it in 9 quarters since. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

Paracle Advisors held 120,651 shares of Schwab US Mid-Cap ETF worth $2.99M as of Q1 2021.
Paracle Advisors sold 5,787 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $140K.
Schwab US Mid-Cap ETF made up 0.54% of Paracle Advisors's portfolio in Q1 2021, its #29 holding.
Paracle Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 9 quarters since.
668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.