Vishria Bird Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Vishria Bird Financial Group’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	-223,131	Closed	-$3.14M	–	44
2020 Q1	$3.14M	Buy	223,131 +7,137	+3%	+$131K	3.29%	14
2019 Q4	$4.33M	Buy	215,994 +11,223	+5%	+$217K	4.2%	12
2019 Q3	$3.86M	Buy	204,771 +7,014	+4%	+$133K	4.42%	12
2019 Q2	$3.76M	Buy	197,757 +3,339	+2%	+$62.5K	3.76%	13
2019 Q1	$3.59M	Sell	194,418 -2,553	-1%	-$45.6K	3.63%	14
2018 Q4	$3.15M	Buy	+196,971	New	+$3.44M	3.48%	15

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

Vishria Bird Financial Group's SCHM Position: Q2 2020 in Review

Vishria Bird Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 223,131 shares — an estimated $3.14M sold.

Vishria Bird Financial Group first reported a position in SCHM in Q4 2018 and held it in 6 quarters. The position peaked at $4.33M in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

Vishria Bird Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Vishria Bird Financial Group sold 223,131 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $3.14M.
Vishria Bird Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
Vishria Bird Financial Group's Schwab US Mid-Cap ETF position peaked at $4.33M in Q4 2019.
583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Vishria Bird Financial Group's 13F filing for Q2 2020, filed 20 Jul 2020.