SIAG
SCHM icon

Safeguard Investment Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-330
Closed -$7K – 589
2020
Q4 		$7K Buy
+330
New +$6.88K 0.01% 477

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Safeguard Investment Advisory Group's SCHM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 330 shares — an estimated $7K sold.

Safeguard Investment Advisory Group first reported a position in SCHM in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 330 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $7K.
  • Safeguard Investment Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Schwab US Mid-Cap ETF position peaked at $7K in Q4 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.