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

Piershale Financial Group’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
Q4 		– Sell
-630,294
Closed -$16.1M – 34
2021
Q3 		$16.1M Sell
630,294
-42,309
-6% -$1.11M 6.64% 9
2021
Q2 		$17.5M Buy
+672,603
New +$17.4M 6.91% 9
2017
Q3 		– Sell
-464,397
Closed -$7.33M – 33
2017
Q2 		$7.33M Hold
464,397
– – 4.71% 12
2017
Q1 		$7.33M Buy
464,397
+38,166
+9% +$595K 4.71% 12
2016
Q4 		$6.42M Sell
426,231
-1,946,952
-82% -$28.5M 3.93% 12
2016
Q3 		$34.4M Buy
2,373,183
+292,971
+14% +$4.24M 26.17% 1
2016
Q2 		$29.1M Buy
+2,080,212
New +$28.7M 21.59% 1
2015
Q4 		– Sell
-1,109,817
Closed -$14.4M – 213
2015
Q3 		$14.4M Buy
1,109,817
+239,568
+28% +$3.33M 10.96% 5
2015
Q2 		$12.4M Buy
+870,249
New +$12.6M 9.31% 7
2014
Q3 		– Sell
-483,957
Closed -$6.49M – 181
2014
Q2 		$6.49M Sell
483,957
-3,876
-0.8% -$50K 5.31% 9
2014
Q1 		$6.28M Buy
487,833
+188,982
+63% +$2.38M 7.33% 3
2013
Q4 		$3.73M Sell
298,851
-70,251
-19% -$843K 5.41% 4
2013
Q3 		$4.26M Buy
+369,102
New +$4.16M 3.86% 11

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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Piershale Financial Group's SCHM Position: Q4 2021 in Review

Piershale Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 630,294 shares — an estimated $16.1M sold.

Piershale Financial Group first reported a position in SCHM in Q3 2013 and held it in 13 quarters. The position peaked at $34.4M in Q3 2016. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • Piershale Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Piershale Financial Group sold 630,294 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $16.1M.
  • Piershale Financial Group first reported a position in Schwab US Mid-Cap ETF in Q3 2013 and held it in 13 quarters.
  • Piershale Financial Group's Schwab US Mid-Cap ETF position peaked at $34.4M in Q3 2016.
  • 769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Piershale Financial Group's 13F filing for Q4 2021, filed 21 Jan 2022.