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Starfire Investment Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Starfire Investment Advisers’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
Q2 		$2.04M Buy
116,340
+168
+0.1% +$2.74K 0.97% 26
2020
Q1 		$1.63M Sell
116,172
-37,176
-24% -$681K 0.9% 29
2019
Q4 		$3.07M Sell
153,348
-6
-0% -$116 1.17% 24
2019
Q3 		$2.89M Buy
153,354
+9,759
+7% +$184K 1.18% 24
2019
Q2 		$2.73M Sell
143,595
-1,992
-1% -$37.3K 1.22% 23
2019
Q1 		$2.69M Buy
145,587
+1,371
+1% +$24.5K 1.23% 23
2018
Q4 		$2.3M Buy
144,216
+43,839
+44% +$766K 1.24% 22
2018
Q3 		$1.94M Sell
100,377
-3,333
-3% -$63.5K 0.96% 24
2018
Q2 		$1.9M Buy
103,710
+1,257
+1% +$22.7K 0.96% 27
2018
Q1 		$1.8M Buy
+102,453
New +$1.84M 0.94% 30
2017
Q4 		– Sell
-77,409
Closed -$1.29M – 211
2017
Q3 		$1.29M Buy
77,409
+4,191
+6% +$68.1K 0.78% 30
2017
Q2 		$1.18M Buy
73,218
+11,256
+18% +$179K 0.69% 35
2017
Q1 		$969K Buy
61,962
+6,255
+11% +$97.5K 0.52% 45
2016
Q4 		$838K Buy
55,707
+9,399
+20% +$138K 0.48% 47
2016
Q3 		$672K Buy
46,308
+4,971
+12% +$71.9K 0.4% 58
2016
Q2 		$579K Buy
41,337
+6,834
+20% +$94.2K 0.4% 55
2016
Q1 		$467K Buy
34,503
+3,339
+11% +$42.1K 0.31% 71
2015
Q4 		$416K Buy
31,164
+5,418
+21% +$73.6K 0.29% 79
2015
Q3 		$334K Buy
25,746
+15
+0.1% +$208 0.24% 92
2015
Q2 		$366K Buy
25,731
+1,050
+4% +$15.2K 0.24% 92
2015
Q1 		$355K Buy
+24,681
New +$344K 0.23% 93

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Starfire Investment Advisers's SCHM Position: Q2 2020 in Review

Starfire Investment Advisers increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.14% in Q2 2020, buying an estimated $2.74K and bringing the position to 116,340 shares worth $2.04M. The position accounts for 0.97% of the portfolio, ranked #26.

Starfire Investment Advisers first reported a position in SCHM in Q1 2015 and has held it in 21 quarters since. The position peaked at $3.07M in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Starfire Investment Advisers held 116,340 shares of Schwab US Mid-Cap ETF worth $2.04M as of Q2 2020.
  • Starfire Investment Advisers bought 168 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $2.74K.
  • Schwab US Mid-Cap ETF made up 0.97% of Starfire Investment Advisers's portfolio in Q2 2020, its #26 holding.
  • Starfire Investment Advisers first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's Schwab US Mid-Cap ETF position peaked at $3.07M in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.