Pineno Levin & Ford Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pineno Levin & Ford Asset Management’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	$1.42M	Sell	53,067 -213	-0.4%	-$5.68K	0.42%	52
2021 Q3	$1.36M	Buy	53,280 +369	+0.7%	+$9.64K	0.44%	52
2021 Q2	$1.38M	Buy	52,911 +825	+2%	+$21.3K	0.45%	51
2021 Q1	$1.29M	Buy	52,086 +1,035	+2%	+$25.1K	0.44%	49
2020 Q4	$1.16M	Buy	51,051 +1,959	+4%	+$40.9K	0.42%	51
2020 Q3	$908K	Buy	49,092 +2,775	+6%	+$51.4K	0.37%	52
2020 Q2	$812K	Buy	46,317 +861	+2%	+$14K	0.35%	55
2020 Q1	$639K	Sell	45,456 -525	-1%	-$9.61K	0.32%	56
2019 Q4	$922K	Buy	45,981 +96	+0.2%	+$1.86K	0.35%	54
2019 Q3	$865K	Sell	45,885 -489	-1%	-$9.24K	0.34%	54
2019 Q2	$882K	Sell	46,374 -597	-1%	-$11.2K	0.35%	53
2019 Q1	$867K	Sell	46,971 -1,242	-3%	-$22.2K	0.36%	53
2018 Q4	$770K	Buy	48,213 +3,096	+7%	+$54.1K	0.35%	55
2018 Q3	$870K	Sell	45,117 -1,155	-2%	-$22K	0.35%	57
2018 Q2	$847K	Sell	46,272 -42	-0.1%	-$760	0.37%	56
2018 Q1	$816K	Buy	46,314 +24	+0.1%	+$431	0.36%	56
2017 Q4	$822K	Hold	46,290	–	–	0.34%	57
2017 Q3	$773K	Sell	46,290 -2,595	-5%	-$42.2K	0.35%	56
2017 Q2	$785K	Buy	48,885 +1,200	+3%	+$19.1K	0.37%	54
2017 Q1	$752K	Sell	47,685 -2,085	-4%	-$32.5K	0.36%	55
2016 Q4	$749K	Hold	49,770	–	–	0.36%	55
2016 Q3	$722K	Sell	49,770 -660	-1%	-$9.54K	0.36%	57
2016 Q2	$706K	Buy	50,430 +3,540	+8%	+$48.8K	0.37%	55
2016 Q1	$634K	Sell	46,890 -1,425	-3%	-$18K	0.34%	59
2015 Q4	$645K	Hold	48,315	–	–	0.34%	63
2015 Q3	$627K	Hold	48,315	–	–	0.35%	61
2015 Q2	$687K	Hold	48,315	–	–	0.36%	64
2015 Q1	$695K	Sell	48,315 -1,965	-4%	-$27.4K	0.36%	63
2014 Q4	$682K	Buy	50,280 +210	+0.4%	+$2.77K	0.4%	53
2014 Q3	$646K	Hold	50,070	–	–	0.37%	55
2014 Q2	$672K	Buy	50,070 +615	+1%	+$7.93K	0.38%	54
2014 Q1	$636K	Hold	49,455	–	–	0.38%	52
2013 Q4	$617K	Buy	+49,455	New	+$594K	0.37%	53

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Pineno Levin & Ford Asset Management's SCHM Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.4% in Q4 2021, selling an estimated $5.68K and leaving 53,067 shares worth $1.42M. The position accounts for 0.42% of the portfolio, ranked #52.

Pineno Levin & Ford Asset Management first reported a position in SCHM in Q4 2013 and has held it in 33 quarters since. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

Pineno Levin & Ford Asset Management held 53,067 shares of Schwab US Mid-Cap ETF worth $1.42M as of Q4 2021.
Pineno Levin & Ford Asset Management sold 213 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $5.68K.
Schwab US Mid-Cap ETF made up 0.42% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #52 holding.
Pineno Levin & Ford Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 33 quarters since.
769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.