Stonebridge Financial Planning Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-1,017	Closed	-$25K	–	319
2021 Q4	$25K	Hold	1,017	–	–	0.01%	285
2021 Q3	$28K	Sell	1,017 -1,320	-56%	-$34.5K	0.01%	277
2021 Q2	$61K	Hold	2,337	–	–	0.03%	196
2021 Q1	$60K	Buy	2,337 +1,017	+77%	+$24.7K	0.04%	195
2020 Q4	$30K	Hold	1,320	–	–	0.02%	235
2020 Q3	$26K	Hold	1,320	–	–	0.02%	238
2020 Q2	$23K	Hold	1,320	–	–	0.02%	252
2020 Q1	$20K	Sell	1,320 -177	-12%	-$3.24K	0.02%	247
2019 Q4	$30K	Buy	+1,497	New	+$29K	0.03%	204

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Stonebridge Financial Planning Group's SCHM Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 1,017 shares — an estimated $25K sold.

Stonebridge Financial Planning Group first reported a position in SCHM in Q4 2019 and held it in 9 quarters. The position peaked at $61K in Q2 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,017 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $25K.
Stonebridge Financial Planning Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Schwab US Mid-Cap ETF position peaked at $61K in Q2 2021.
758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.