Vigilant Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Vigilant Capital 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
2021 Q2	–	Sell	-1,005	Closed	-$25K	–	448
2021 Q1	$25K	Buy	+1,005	New	+$24.4K	﹤0.01%	282
2019 Q1	–	Sell	-3,960	Closed	-$63K	–	467
2018 Q4	$63K	Buy	+3,960	New	+$69.2K	0.01%	234
2015 Q3	–	Sell	-672	Closed	-$10K	–	300
2015 Q2	$10K	Buy	+672	New	+$9.72K	﹤0.01%	258

Other funds holding SCHM

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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

Vigilant Capital Management's SCHM Position: Q2 2021 in Review

Vigilant Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 1,005 shares — an estimated $25K sold.

Vigilant Capital Management first reported a position in SCHM in Q2 2015 and held it in 3 quarters. The position peaked at $63K in Q4 2018. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

Vigilant Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Vigilant Capital Management sold 1,005 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $25K.
Vigilant Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and held it in 3 quarters.
Vigilant Capital Management's Schwab US Mid-Cap ETF position peaked at $63K in Q4 2018.
695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on Vigilant Capital Management's 13F filing for Q2 2021, filed 9 Jul 2021.