TCF National Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TCF National Bank’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
2021 Q1	$293K	Sell	11,805 -300	-2%	-$7.28K	0.03%	319
2020 Q4	$275K	Hold	12,105	–	–	0.03%	326
2020 Q3	$224K	Sell	12,105 -7,986	-40%	-$148K	0.03%	334
2020 Q2	$382K	Sell	20,091 -630	-3%	-$10.3K	0.04%	280
2020 Q1	$291K	Hold	20,721	–	–	0.04%	278
2019 Q4	$415K	Hold	20,721	–	–	0.05%	267
2019 Q3	$391K	Buy	+20,721	New	+$391K	0.05%	273

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

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

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 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

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

TCF National Bank's SCHM Position: Q1 2021 in Review

TCF National Bank reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.5% in Q1 2021, selling an estimated $7.28K and leaving 11,805 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #319.

TCF National Bank first reported a position in SCHM in Q3 2019 and has held it in 7 quarters since. The position peaked at $415K in Q4 2019. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

TCF National Bank held 11,805 shares of Schwab US Mid-Cap ETF worth $293K as of Q1 2021.
TCF National Bank sold 300 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $7.28K.
Schwab US Mid-Cap ETF made up 0.03% of TCF National Bank's portfolio in Q1 2021, its #319 holding.
TCF National Bank first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 7 quarters since.
TCF National Bank's Schwab US Mid-Cap ETF position peaked at $415K in Q4 2019.
668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on TCF National Bank's 13F filing for Q1 2021, filed 30 Apr 2021.