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

US Financial Advisors’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	–	Sell	-147,465	Closed	-$3.66M	–	117
2021 Q1	$3.66M	Buy	147,465 +7,008	+5%	+$170K	1.02%	24
2020 Q4	$3.19M	Buy	+140,457	New	+$2.93M	0.96%	25
2016 Q2	$227K	Hold	16,809	–	–	0.46%	39
2016 Q1	$227K	Buy	16,809 +14,460	+616%	+$182K	0.39%	39
2015 Q4	$31K	Buy	+2,349	New	+$31.9K	0.03%	191

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

US Financial Advisors's SCHM Position: Q2 2021 in Review

US Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 147,465 shares — an estimated $3.66M sold.

US Financial Advisors first reported a position in SCHM in Q4 2015 and held it in 5 quarters. The position peaked at $3.66M in Q1 2021. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

US Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 147,465 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $3.66M.
US Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 5 quarters.
US Financial Advisors's Schwab US Mid-Cap ETF position peaked at $3.66M in Q1 2021.
695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.