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Shine Investment Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Shine Investment Advisory Services’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
Q3 		$241K Sell
13,041
-2,595
-17% -$48.1K 0.08% 120
2020
Q2 		$274K Sell
15,636
-18,486
-54% -$301K 0.1% 100
2020
Q1 		$480K Sell
34,122
-10,680
-24% -$196K 0.22% 63
2019
Q4 		$898K Sell
44,802
-27,276
-38% -$528K 0.36% 46
2019
Q3 		$1.36M Sell
72,078
-1,725
-2% -$32.6K 0.64% 29
2019
Q2 		$1.4M Sell
73,803
-1,368
-2% -$25.6K 0.65% 27
2019
Q1 		$1.39M Sell
75,171
-4,146
-5% -$74.1K 0.64% 27
2018
Q4 		$1.27M Buy
79,317
+141
+0.2% +$2.46K 0.62% 28
2018
Q3 		$1.53M Sell
79,176
-879
-1% -$16.7K 0.8% 19
2018
Q2 		$1.47M Buy
80,055
+5,151
+7% +$93.2K 0.75% 21
2018
Q1 		$1.32M Buy
74,904
+3,432
+5% +$61.6K 0.7% 22
2017
Q4 		$1.27M Buy
71,472
+858
+1% +$14.8K 0.63% 25
2017
Q3 		$1.18M Buy
70,614
+726
+1% +$11.8K 0.61% 27
2017
Q2 		$1.12M Buy
69,888
+46,320
+197% +$736K 0.57% 28
2017
Q1 		$372K Buy
+23,568
New +$367K 0.25% 54

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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

Shine Investment Advisory Services's SCHM Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 17% in Q3 2020, selling an estimated $48.1K and leaving 13,041 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #120.

Shine Investment Advisory Services first reported a position in SCHM in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.53M in Q3 2018. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • Shine Investment Advisory Services held 13,041 shares of Schwab US Mid-Cap ETF worth $241K as of Q3 2020.
  • Shine Investment Advisory Services sold 2,595 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $48.1K.
  • Schwab US Mid-Cap ETF made up 0.08% of Shine Investment Advisory Services's portfolio in Q3 2020, its #120 holding.
  • Shine Investment Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 15 quarters since.
  • Shine Investment Advisory Services's Schwab US Mid-Cap ETF position peaked at $1.53M in Q3 2018.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.