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Wealthspire Advisors (Maryland)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealthspire Advisors (Maryland)’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
-14,898
Closed -$209K – 472
2020
Q1 		$209K Sell
14,898
-1,155
-7% -$21.1K 0.02% 378
2019
Q4 		$322K Sell
16,053
-2,016
-11% -$39K 0.02% 361
2019
Q3 		$341K Buy
18,069
+861
+5% +$16.3K 0.02% 321
2019
Q2 		$327K Sell
17,208
-651
-4% -$12.2K 0.02% 332
2019
Q1 		$330K Buy
17,859
+6,153
+53% +$110K 0.02% 334
2018
Q4 		$187K Sell
11,706
-1,500
-11% -$26.2K 0.02% 414
2018
Q3 		$255K Buy
13,206
+2,172
+20% +$41.4K 0.02% 399
2018
Q2 		$202K Sell
11,034
-483
-4% -$8.74K 0.02% 461
2018
Q1 		$203K Buy
11,517
+174
+2% +$3.13K 0.02% 465
2017
Q4 		$201K Sell
11,343
-162
-1% -$2.8K 0.02% 489
2017
Q3 		$192K Buy
11,505
+318
+3% +$5.17K 0.02% 487
2017
Q2 		$180K Buy
11,187
+750
+7% +$11.9K 0.02% 486
2017
Q1 		$165K Buy
10,437
+1,875
+22% +$29.2K 0.02% 454
2016
Q4 		$129K Sell
8,562
-345
-4% -$5.05K 0.02% 496
2016
Q3 		$129K Sell
8,907
-1,116
-11% -$16.1K 0.02% 501
2016
Q2 		$140K Sell
10,023
-4,680
-32% -$64.5K 0.02% 464
2016
Q1 		$199K Sell
14,703
-1,041
-7% -$13.1K 0.04% 358
2015
Q4 		$210K Buy
+15,744
New +$214K 0.04% 350

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SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
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
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHM Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 14,898 shares — an estimated $209K sold.

Wealthspire Advisors (Maryland) first reported a position in SCHM in Q4 2015 and held it in 18 quarters. The position peaked at $341K in Q3 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 14,898 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $209K.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s Schwab US Mid-Cap ETF position peaked at $341K in Q3 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.