PWP
SCHM icon

Principle Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-918
Closed -$16K – 375
2020
Q2 		$16K Buy
+918
New +$15K ﹤0.01% 372

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Principle Wealth Partners's SCHM Position: Q3 2020 in Review

Principle Wealth Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 918 shares — an estimated $16K sold.

Principle Wealth Partners first reported a position in SCHM in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • Principle Wealth Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 918 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $16K.
  • Principle Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Schwab US Mid-Cap ETF position peaked at $16K in Q2 2020.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.