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Rainey & Randall Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rainey & Randall Wealth Advisors’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
Q1 		– Sell
-736,398
Closed -$14.8M – 26
2019
Q4 		$14.8M Buy
736,398
+25,173
+4% +$487K 13.04% 1
2019
Q3 		$13.4M Buy
711,225
+33,570
+5% +$634K 13.32% 2
2019
Q2 		$12.9M Buy
+677,655
New +$12.7M 12.01% 2

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Rainey & Randall Wealth Advisors's SCHM Position: Q1 2020 in Review

Rainey & Randall Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 736,398 shares — an estimated $14.8M sold.

Rainey & Randall Wealth Advisors first reported a position in SCHM in Q2 2019 and held it in 3 quarters. The position peaked at $14.8M in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Rainey & Randall Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Rainey & Randall Wealth Advisors sold 736,398 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $14.8M.
  • Rainey & Randall Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and held it in 3 quarters.
  • Rainey & Randall Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $14.8M in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.