T
SCHM icon

TRUADVICE’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TRUADVICE’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
Q4 		– Sell
-9,144
Closed -$254K – 120
2021
Q3 		$254K Buy
9,144
+1,116
+14% +$29.2K 0.23% 107
2021
Q2 		$207K Buy
+8,028
New +$207K 0.05% 298

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
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
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TRUADVICE's SCHM Position: Q4 2021 in Review

TRUADVICE sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 9,144 shares — an estimated $254K sold.

TRUADVICE first reported a position in SCHM in Q2 2021 and held it in 2 quarters. The position peaked at $254K in Q3 2021. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • TRUADVICE reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • TRUADVICE sold 9,144 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $254K.
  • TRUADVICE first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 2 quarters.
  • TRUADVICE's Schwab US Mid-Cap ETF position peaked at $254K in Q3 2021.
  • 769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.