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StoneX Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

StoneX 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
2020
Q3 		– Sell
-20,679
Closed -$363K – 342
2020
Q2 		$363K Sell
20,679
-9
-0% -$147 0.14% 183
2020
Q1 		$291K Sell
20,688
-11,985
-37% -$219K 0.15% 184
2019
Q4 		$655K Sell
32,673
-333
-1% -$6.45K 0.27% 115
2019
Q3 		$622K Buy
33,006
+624
+2% +$11.8K 0.39% 85
2019
Q2 		$618K Sell
32,382
-714
-2% -$13.4K 0.4% 79
2019
Q1 		$611K Buy
33,096
+5,442
+20% +$97.2K 0.47% 73
2018
Q4 		$442K Buy
27,654
+915
+3% +$16K 0.43% 84
2018
Q3 		$516K Buy
26,739
+5,460
+26% +$104K 0.38% 85
2018
Q2 		$389K Buy
21,279
+1,791
+9% +$32.4K 0.34% 106
2018
Q1 		$344K Buy
19,488
+267
+1% +$4.8K 0.33% 116
2017
Q4 		$341K Buy
+19,221
New +$332K 0.36% 111

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

StoneX Group's SCHM Position: Q3 2020 in Review

StoneX Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 20,679 shares — an estimated $363K sold.

StoneX Group first reported a position in SCHM in Q4 2017 and held it in 11 quarters. The position peaked at $655K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • StoneX Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • StoneX Group sold 20,679 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $363K.
  • StoneX Group first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 11 quarters.
  • StoneX Group's Schwab US Mid-Cap ETF position peaked at $655K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on StoneX Group's 13F filing for Q3 2020, filed 12 Nov 2020.