Running Point Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Running Point Capital 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
2021 Q4	–	Sell	-19,524	Closed	-$499K	–	166
2021 Q3	$499K	Buy	19,524 +3	+0%	+$78	0.22%	63
2021 Q2	$509K	Buy	19,521 +3	+0%	+$77	0.23%	60
2021 Q1	$484K	Buy	19,518 +1,050	+6%	+$25.5K	0.27%	54
2020 Q4	$420K	Buy	+18,468	New	+$385K	0.25%	54

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Running Point Capital Advisors's SCHM Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 19,524 shares — an estimated $499K sold.

Running Point Capital Advisors first reported a position in SCHM in Q4 2020 and held it in 4 quarters. The position peaked at $509K in Q2 2021. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

Running Point Capital Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 19,524 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $499K.
Running Point Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's Schwab US Mid-Cap ETF position peaked at $509K in Q2 2021.
769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.