Wealth Advisory Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealth Advisory Solutions’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 Q1	–	Sell	-9,594	Closed	-$218K	–	187
2020 Q4	$218K	Buy	+9,594	New	+$200K	0.06%	149
2020 Q3	–	Sell	-178,008	Closed	-$3.12M	–	189
2020 Q2	$3.12M	Buy	178,008 +8,283	+5%	+$135K	0.87%	39
2020 Q1	$2.38M	Buy	169,725 +52,980	+45%	+$970K	0.81%	41
2019 Q4	$2.34M	Buy	+116,745	New	+$2.26M	0.62%	53

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

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

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Advisory Solutions's SCHM Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 9,594 shares — an estimated $218K sold.

Wealth Advisory Solutions first reported a position in SCHM in Q4 2019 and held it in 4 quarters. The position peaked at $3.12M in Q2 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

Wealth Advisory Solutions reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Wealth Advisory Solutions sold 9,594 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $218K.
Wealth Advisory Solutions first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 4 quarters.
Wealth Advisory Solutions's Schwab US Mid-Cap ETF position peaked at $3.12M in Q2 2020.
668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.