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Reby Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Reby 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
Q4 		$39.9M Buy
+1,756,242
New +$36.6M 10.45% 3

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Reby Advisors's SCHM Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2020: 1,756,242 shares worth $39.9M. The stake represents 10.45% of the portfolio and ranks #3 among its holdings.

651 funds tracked by Wall St. Rank hold SCHM as of Q4 2020.

  • Reby Advisors held 1,756,242 shares of Schwab US Mid-Cap ETF worth $39.9M as of Q4 2020.
  • Schwab US Mid-Cap ETF was a new Reby Advisors position in Q4 2020.
  • Schwab US Mid-Cap ETF made up 10.45% of Reby Advisors's portfolio in Q4 2020, its #3 holding.
  • 651 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.