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Peloton Wealth Strategists’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Peloton Wealth Strategists’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 		– Sell
-9,579
Closed -$218K – 90
2020
Q4 		$218K Buy
+9,579
New +$200K 0.11% 77
2020
Q1 		– Sell
-10,599
Closed -$213K – 77
2019
Q4 		$213K Buy
+10,599
New +$205K 0.13% 72

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

Peloton Wealth Strategists's SCHM Position: Q1 2021 in Review

Peloton Wealth Strategists sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 9,579 shares — an estimated $218K sold.

Peloton Wealth Strategists first reported a position in SCHM in Q4 2019 and held it in 2 quarters. The position peaked at $218K in Q4 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • Peloton Wealth Strategists reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Peloton Wealth Strategists sold 9,579 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $218K.
  • Peloton Wealth Strategists first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Peloton Wealth Strategists's Schwab US Mid-Cap ETF position peaked at $218K in Q4 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Peloton Wealth Strategists's 13F filing for Q1 2021, filed 23 Jun 2021.