SWM
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SVA Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SVA Wealth Management’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
Q4 		$116M Sell
5,109,111
-89,559
-2% -$1.87M 10.12% 1
2020
Q3 		$96.1M Buy
5,198,670
+46,188
+0.9% +$856K 9.53% 1
2020
Q2 		$90.4M Buy
5,152,482
+55,155
+1% +$899K 9.65% 1
2020
Q1 		$71.6M Buy
5,097,327
+145,980
+3% +$2.67M 8.22% 2
2019
Q4 		$99.3M Buy
4,951,347
+5,988
+0.1% +$116K 9.1% 1
2019
Q3 		$93.2M Buy
4,945,359
+5,955
+0.1% +$113K 9.14% 2
2019
Q2 		$94M Buy
4,939,404
+99,579
+2% +$1.86M 9.26% 1
2019
Q1 		$89.4M Buy
4,839,825
+30,867
+0.6% +$552K 8.64% 1
2018
Q4 		$76.8M Buy
4,808,958
+166,518
+4% +$2.91M 8.64% 2
2018
Q3 		$89.5M Buy
4,642,440
+29,139
+0.6% +$555K 9.09% 1
2018
Q2 		$84.4M Buy
4,613,301
+188,913
+4% +$3.42M 9.12% 1
2018
Q1 		$73.9M Sell
4,424,388
-75,921
-2% -$1.36M 9.13% 1
2017
Q4 		$79.9M Buy
4,500,309
+75,921
+2% +$1.31M 9.37% 1
2017
Q3 		$73.9M Buy
4,424,388
+60,996
+1% +$991K 9.13% 1
2017
Q2 		$70M Buy
4,363,392
+124,218
+3% +$1.97M 9.08% 1
2017
Q1 		$66.9M Buy
4,239,174
+245,382
+6% +$3.82M 9.07% 1
2016
Q4 		$60.1M Buy
3,993,792
+66,954
+2% +$980K 8.96% 1
2016
Q3 		$57M Buy
3,926,838
+4,464
+0.1% +$64.6K 8.87% 1
2016
Q2 		$54.9M Buy
3,922,374
+1,182
+0% +$16.3K 8.88% 1
2016
Q1 		$53.1M Buy
3,921,192
+464,481
+13% +$5.86M 8.78% 1
2015
Q4 		$46.2M Buy
3,456,711
+180,735
+6% +$2.45M 7.99% 1
2015
Q3 		$42.5M Buy
3,275,976
+258,129
+9% +$3.58M 7.93% 1
2015
Q2 		$42.9M Buy
3,017,847
+189,009
+7% +$2.74M 7.89% 1
2015
Q1 		$40.7M Buy
2,828,838
+2,221,593
+366% +$31M 7.42% 1
2014
Q4 		$8.23M Buy
607,245
+368,424
+154% +$4.85M 2.99% 6
2014
Q3 		$3.08M Buy
238,821
+13,656
+6% +$181K 1.31% 20
2014
Q2 		$3.02M Buy
225,165
+49,170
+28% +$634K 1.29% 20
2014
Q1 		$2.27M Buy
175,995
+35,730
+25% +$451K 1.07% 25
2013
Q4 		$1.75M Buy
+140,265
New +$1.68M 1.04% 25

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

SVA Wealth Management's SCHM Position: Q4 2020 in Review

SVA Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q4 2020, selling an estimated $1.87M and leaving 5,109,111 shares worth $116M. The position accounts for 10.12% of the portfolio, ranked #1.

SVA Wealth Management first reported a position in SCHM in Q4 2013 and has held it in 29 quarters since. 651 funds tracked by Wall St. Rank hold SCHM as of Q4 2020.

  • SVA Wealth Management held 5,109,111 shares of Schwab US Mid-Cap ETF worth $116M as of Q4 2020.
  • SVA Wealth Management sold 89,559 Schwab US Mid-Cap ETF shares in Q4 2020, an estimated $1.87M.
  • Schwab US Mid-Cap ETF made up 10.12% of SVA Wealth Management's portfolio in Q4 2020, its #1 holding.
  • SVA Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 29 quarters since.
  • 651 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.