WIA
SCHM icon

Wealthstreet Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealthstreet Investment Advisors’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 		– Sell
-246
Closed -$6K – 89
2021
Q2 		$6K Sell
246
-27,750
-99% -$717K 0.03% 88
2021
Q1 		$694K Buy
27,996
+246
+0.9% +$5.97K 0.07% 213
2020
Q4 		$631K Sell
27,750
-600
-2% -$12.5K 0.06% 216
2020
Q3 		$524K Hold
28,350
– – 0.06% 215
2020
Q2 		$497K Sell
28,350
-5,925
-17% -$96.6K 0.06% 214
2020
Q1 		$482K Sell
34,275
-1,200
-3% -$22K 0.07% 196
2019
Q4 		$711K Buy
35,475
+450
+1% +$8.71K 0.08% 192
2019
Q3 		$672K Buy
35,025
+150
+0.4% +$2.83K 0.09% 187
2019
Q2 		$664K Sell
34,875
-192
-0.5% -$3.59K 0.09% 184
2019
Q1 		$647K Sell
35,067
-1,233
-3% -$22K 0.09% 190
2018
Q4 		$634K Buy
36,300
+1,575
+5% +$27.5K 0.09% 184
2018
Q3 		$669K Buy
34,725
+900
+3% +$17.1K 0.08% 209
2018
Q2 		$619K Hold
33,825
– – 0.08% 213
2018
Q1 		$596K Hold
33,825
– – 0.07% 211
2017
Q4 		$601K Buy
+33,825
New +$584K 0.07% 213

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthstreet Investment Advisors's SCHM Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 246 shares — an estimated $6K sold.

Wealthstreet Investment Advisors first reported a position in SCHM in Q4 2017 and held it in 15 quarters. The position peaked at $711K in Q4 2019. 692 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 246 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $6K.
  • Wealthstreet Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's Schwab US Mid-Cap ETF position peaked at $711K in Q4 2019.
  • 692 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.