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

Wealth Quarterback’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 Q3	$57K	Buy	35,310 +32,322	+1,082%	+$845K	0.04%	213
2021 Q2	$78K	Buy	+2,988	New	+$77.2K	0.05%	195
2020 Q4	–	Sell	-17,094	Closed	-$300K	–	123
2020 Q3	$300K	Hold	17,094	–	–	0.28%	83
2020 Q2	$300K	Sell	17,094 -11,919	-41%	-$194K	0.28%	83
2020 Q1	$394K	Sell	29,013 -1,038,399	-97%	-$19M	0.36%	62
2019 Q4	$372K	Buy	+1,067,412	New	+$20.7M	0.32%	68

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

LWMT

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

RJFSA

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

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

Wealth Quarterback's SCHM Position: Q3 2021 in Review

Wealth Quarterback increased its Schwab US Mid-Cap ETF (SCHM) stake by 1,082% in Q3 2021, buying an estimated $845K and bringing the position to 35,310 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #213.

Wealth Quarterback first reported a position in SCHM in Q4 2019 and has held it in 6 quarters since. The position peaked at $394K in Q1 2020. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

Wealth Quarterback held 35,310 shares of Schwab US Mid-Cap ETF worth $57K as of Q3 2021.
Wealth Quarterback bought 32,322 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $845K.
Schwab US Mid-Cap ETF made up 0.04% of Wealth Quarterback's portfolio in Q3 2021, its #213 holding.
Wealth Quarterback first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
Wealth Quarterback's Schwab US Mid-Cap ETF position peaked at $394K in Q1 2020.
691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.