Summit Wealth & Retirement Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Summit Wealth & Retirement Planning’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	-418,395	Closed	-$7.34M	–	110
2020 Q2	$7.34M	Sell	418,395 -11,226	-3%	-$183K	3.44%	6
2020 Q1	$6.04M	Sell	429,621 -71,619	-14%	-$1.31M	3.23%	7
2019 Q4	$10.1M	Buy	501,240 +6,879	+1%	+$133K	4.48%	5
2019 Q3	$9.32M	Buy	494,361 +11,676	+2%	+$221K	5.63%	4
2019 Q2	$9.19M	Sell	482,685 -2,481	-0.5%	-$46.4K	5.37%	4
2019 Q1	$8.96M	Sell	485,166 -1,212	-0.2%	-$21.7K	5.32%	4
2018 Q4	$7.77M	Buy	+486,378	New	+$8.5M	5.89%	4

Other funds holding SCHM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Summit Wealth & Retirement Planning's SCHM Position: Q3 2020 in Review

Summit Wealth & Retirement Planning sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 418,395 shares — an estimated $7.34M sold.

Summit Wealth & Retirement Planning first reported a position in SCHM in Q4 2018 and held it in 7 quarters. The position peaked at $10.1M in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

Summit Wealth & Retirement Planning reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 418,395 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $7.34M.
Summit Wealth & Retirement Planning first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 7 quarters.
Summit Wealth & Retirement Planning's Schwab US Mid-Cap ETF position peaked at $10.1M in Q4 2019.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2020, filed 10 Nov 2020.