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Resource Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Resource 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 		$62.7M Buy
2,338,830
+47,250
+2% +$1.26M 6.47% 4
2021
Q3 		$58.6M Buy
2,291,580
+77,502
+4% +$2.02M 6.69% 4
2021
Q2 		$57.8M Buy
2,214,078
+128,325
+6% +$3.31M 6.61% 4
2021
Q1 		$51.7M Buy
2,085,753
+120,321
+6% +$2.92M 6.23% 4
2020
Q4 		$44.7M Buy
1,965,432
+170,127
+9% +$3.55M 6.1% 3
2020
Q3 		$33.2M Buy
1,795,305
+73,338
+4% +$1.36M 5.41% 4
2020
Q2 		$30.2M Buy
1,721,967
+748,452
+77% +$12.2M 5.23% 3
2020
Q1 		$13.7M Buy
973,515
+756,348
+348% +$13.8M 2.89% 6
2019
Q4 		$4.35M Buy
217,167
+112,095
+107% +$2.17M 0.7% 21
2019
Q3 		$1.98M Buy
+105,072
New +$1.99M 0.35% 26

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Resource Management's SCHM Position: Q4 2021 in Review

Resource Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q4 2021, buying an estimated $1.26M and bringing the position to 2,338,830 shares worth $62.7M. The position accounts for 6.47% of the portfolio, ranked #4.

Resource Management first reported a position in SCHM in Q3 2019 and has held it in 10 quarters since. 770 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • Resource Management held 2,338,830 shares of Schwab US Mid-Cap ETF worth $62.7M as of Q4 2021.
  • Resource Management bought 47,250 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $1.26M.
  • Schwab US Mid-Cap ETF made up 6.47% of Resource Management's portfolio in Q4 2021, its #4 holding.
  • Resource Management first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 10 quarters since.
  • 770 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.