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

WealthStone’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 		$297K Buy
12,000
+1,500
+14% +$36.4K 0.1% 163
2020
Q4 		$239K Buy
+10,500
New +$219K 0.08% 178

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Ameriprise
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthStone's SCHM Position: Q1 2021 in Review

WealthStone increased its Schwab US Mid-Cap ETF (SCHM) stake by 14% in Q1 2021, buying an estimated $36.4K and bringing the position to 12,000 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #163.

WealthStone first reported a position in SCHM in Q4 2020 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • WealthStone held 12,000 shares of Schwab US Mid-Cap ETF worth $297K as of Q1 2021.
  • WealthStone bought 1,500 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $36.4K.
  • Schwab US Mid-Cap ETF made up 0.1% of WealthStone's portfolio in Q1 2021, its #163 holding.
  • WealthStone first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.