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

Rowland Carmichael 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 		$111K Buy
4,872
+1,239
+34% +$25.8K 0.04% 309
2020
Q3 		$67K Buy
3,633
+186
+5% +$3.45K 0.03% 291
2020
Q2 		$60K Buy
3,447
+60
+2% +$978 0.03% 283
2020
Q1 		$48K Sell
3,387
-564
-14% -$10.3K 0.02% 265
2019
Q4 		$79K Sell
3,951
-2,721
-41% -$52.7K 0.03% 297
2019
Q3 		$126K Sell
6,672
-1,719
-20% -$32.5K 0.04% 285
2019
Q2 		$160K Sell
8,391
-435
-5% -$8.14K 0.06% 264
2019
Q1 		$163K Sell
8,826
-2,478
-22% -$44.3K 0.06% 256
2018
Q4 		$181K Buy
11,304
+5,736
+103% +$100K 0.08% 224
2018
Q3 		$107K Hold
5,568
– – 0.04% 288
2018
Q2 		$102K Sell
5,568
-321
-5% -$5.81K 0.04% 291
2018
Q1 		$104K Sell
5,889
-207
-3% -$3.72K 0.06% 261
2017
Q4 		$108K Hold
6,096
– – 0.06% 267
2017
Q3 		$102K Sell
6,096
-495
-8% -$8.05K 0.06% 247
2017
Q2 		$106K Buy
6,591
+108
+2% +$1.72K 0.06% 240
2017
Q1 		$102K Sell
6,483
-435
-6% -$6.78K 0.06% 238
2016
Q4 		$104K Sell
6,918
-2,241
-24% -$32.8K 0.06% 245
2016
Q3 		$133K Hold
9,159
– – 0.08% 225
2016
Q2 		$128K Sell
9,159
-1,683
-16% -$23.2K 0.08% 231
2016
Q1 		$147K Buy
+10,842
New +$137K 0.14% 141

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

Rowland Carmichael Advisors's SCHM Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 34% in Q4 2020, buying an estimated $25.8K and bringing the position to 4,872 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #309.

Rowland Carmichael Advisors first reported a position in SCHM in Q1 2016 and has held it in 20 quarters since. The position peaked at $181K in Q4 2018. 651 funds tracked by Wall St. Rank hold SCHM as of Q4 2020.

  • Rowland Carmichael Advisors held 4,872 shares of Schwab US Mid-Cap ETF worth $111K as of Q4 2020.
  • Rowland Carmichael Advisors bought 1,239 Schwab US Mid-Cap ETF shares in Q4 2020, an estimated $25.8K.
  • Schwab US Mid-Cap ETF made up 0.04% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #309 holding.
  • Rowland Carmichael Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's Schwab US Mid-Cap ETF position peaked at $181K in Q4 2018.
  • 651 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.