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Sun Life Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sun Life Financial’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
-7,125
Closed -$125K – 521
2020
Q2 		$125K Hold
7,125
– – 0.02% 118
2020
Q1 		$100K Hold
7,125
– – 0.03% 112
2019
Q4 		$143K Hold
7,125
– – 0.04% 109
2019
Q3 		$134K Hold
7,125
– – 0.03% 217
2019
Q2 		$136K Hold
7,125
– – 0.03% 212
2019
Q1 		$132K Hold
7,125
– – 0.03% 240
2018
Q4 		$114K Hold
7,125
– – 0.02% 276
2018
Q3 		$137K Hold
7,125
– – 0.02% 291
2018
Q2 		$130K Buy
7,125
+6,747
+1,785% +$122K 0.02% 286
2018
Q1 		$2.38K Sell
378
-6,747
-95% -$121K 0.02% 195
2017
Q4 		$127K Hold
7,125
– – 0.01% 178
2017
Q3 		$119K Buy
+7,125
New +$116K 0.01% 311
2017
Q2 		– Sell
-2,508
Closed -$17.7K – 583
2017
Q1 		$17.7K Buy
+2,508
New +$39.1K 0.04% 51
2016
Q4 		– Sell
-45,147
Closed -$655K – 512
2016
Q3 		$655K Buy
45,147
+11,730
+35% +$170K 0.08% 30
2016
Q2 		$468K Buy
33,417
+1,242
+4% +$17.1K 0.06% 85
2016
Q1 		$435K Sell
32,175
-32,175
-50% -$406K 0.85% 10
2015
Q4 		$859K Buy
+64,350
New +$874K 0.12% 77

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

Sun Life Financial's SCHM Position: Q3 2020 in Review

Sun Life Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 7,125 shares — an estimated $125K sold.

Sun Life Financial first reported a position in SCHM in Q4 2015 and held it in 17 quarters. The position peaked at $859K in Q4 2015. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • Sun Life Financial reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Sun Life Financial sold 7,125 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $125K.
  • Sun Life Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 17 quarters.
  • Sun Life Financial's Schwab US Mid-Cap ETF position peaked at $859K in Q4 2015.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Sun Life Financial's 13F filing for Q3 2020, filed 9 Nov 2020.