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

Sonora Investment 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
Q3 		$38K Buy
+1,500
New +$39.2K ﹤0.01% 484
2019
Q2 		– Sell
-822
Closed -$15K – 1732
2019
Q1 		$15K Sell
822
-819
-50% -$14.6K ﹤0.01% 886
2018
Q4 		$26K Hold
1,641
– – ﹤0.01% 538
2018
Q3 		$32K Buy
+1,641
New +$31.3K ﹤0.01% 497

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sonora Investment Management's SCHM Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2021: 1,500 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in SCHM as recently as Q1 2019.

Sonora Investment Management first reported a position in SCHM in Q3 2018 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Sonora Investment Management held 1,500 shares of Schwab US Mid-Cap ETF worth $38K as of Q3 2021.
  • Schwab US Mid-Cap ETF was a new Sonora Investment Management position in Q3 2021.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #484 holding.
  • Sonora Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.