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Treybourne Wealth Planners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Treybourne Wealth Planners’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
Q2 		$323K Hold
12,375
– – 0.2% 36
2021
Q1 		$307K Hold
12,375
– – 0.21% 35
2020
Q4 		$281K Buy
+12,375
New +$258K 0.2% 33

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Treybourne Wealth Planners's SCHM Position: Q2 2021 in Review

Treybourne Wealth Planners held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2021 at 12,375 shares worth $323K. The position accounts for 0.2% of the portfolio, ranked #36.

Treybourne Wealth Planners first reported a position in SCHM in Q4 2020 and has held it in 3 quarters since. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

  • Treybourne Wealth Planners held 12,375 shares of Schwab US Mid-Cap ETF worth $323K as of Q2 2021.
  • Treybourne Wealth Planners left its Schwab US Mid-Cap ETF share count unchanged in Q2 2021.
  • Schwab US Mid-Cap ETF made up 0.2% of Treybourne Wealth Planners's portfolio in Q2 2021, its #36 holding.
  • Treybourne Wealth Planners first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 3 quarters since.
  • 695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.