PWM
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PRW Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

PRW Wealth 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
Q3 		– Sell
-9,705
Closed -$253K – 253
2021
Q2 		$253K Buy
+9,705
New +$251K 0.07% 228
2019
Q2 		– Sell
-405
Closed -$7K – 561
2019
Q1 		$7K Hold
405
– – 0.01% 333
2018
Q4 		$6K Buy
+405
New +$7.08K 0.01% 356

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HighTower Advisors
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UBS Group
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PCIA
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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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
RJFSA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PRW Wealth Management's SCHM Position: Q3 2021 in Review

PRW Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 9,705 shares — an estimated $253K sold.

PRW Wealth Management first reported a position in SCHM in Q4 2018 and held it in 3 quarters. The position peaked at $253K in Q2 2021. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • PRW Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 9,705 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $253K.
  • PRW Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Schwab US Mid-Cap ETF position peaked at $253K in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.