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

USAdvisors 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 Q2	–	Sell	-152,445	Closed	-$2.14M	–	77
2020 Q1	$2.14M	Sell	152,445 -227,769	-60%	-$4.17M	1.32%	18
2019 Q4	$7.62M	Sell	380,214 -363,174	-49%	-$7.03M	3.95%	12
2019 Q3	$14M	Buy	743,388 +4,920	+0.7%	+$93K	7.23%	2
2019 Q2	$14.1K	Buy	738,468 +378,216	+105%	+$7.08M	6.02%	3
2019 Q1	$6.65M	Buy	360,252 +8,922	+3%	+$159K	4.73%	11
2018 Q4	$5.61M	Sell	351,330 -14,556	-4%	-$254K	4.58%	11
2018 Q3	$7.05M	Buy	365,886 +11,214	+3%	+$214K	5.05%	11
2018 Q2	$6.49M	Buy	354,672 +1,809	+0.5%	+$32.7K	4.91%	10
2018 Q1	$6.22M	Buy	352,863 +6,483	+2%	+$116K	4.94%	9
2017 Q4	$6.15M	Buy	+346,380	New	+$5.98M	5.26%	8

Other funds holding SCHM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

USAdvisors Wealth Management's SCHM Position: Q2 2020 in Review

USAdvisors Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 152,445 shares — an estimated $2.14M sold.

USAdvisors Wealth Management first reported a position in SCHM in Q4 2017 and held it in 10 quarters. The position peaked at $14M in Q3 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

USAdvisors Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
USAdvisors Wealth Management sold 152,445 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $2.14M.
USAdvisors Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
USAdvisors Wealth Management's Schwab US Mid-Cap ETF position peaked at $14M in Q3 2019.
583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on USAdvisors Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.