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

WESPAC 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 Q4	–	Sell	-10,176	Closed	-$260K	–	178
2021 Q3	$260K	Buy	+10,176	New	+$266K	0.16%	145
2021 Q2	–	Sell	-11,979	Closed	-$297K	–	155
2021 Q1	$297K	Buy	11,979 +891	+8%	+$21.6K	0.22%	121
2020 Q4	$252K	Sell	11,088 -4,170	-27%	-$87K	0.19%	122
2020 Q3	$282K	Buy	15,258 +636	+4%	+$11.8K	0.35%	78
2020 Q2	$256K	Buy	+14,622	New	+$238K	0.29%	87
2013 Q4	–	Sell	-206,403	Closed	-$2.38M	–	149
2013 Q3	$2.38M	Buy	206,403 +151,188	+274%	+$1.7M	2.78%	2
2013 Q2	$588K	Buy	+55,215	New	+$589K	0.89%	45

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WESPAC Advisors's SCHM Position: Q4 2021 in Review

WESPAC Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 10,176 shares — an estimated $260K sold.

WESPAC Advisors first reported a position in SCHM in Q2 2013 and held it in 7 quarters. The position peaked at $2.38M in Q3 2013. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

WESPAC Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
WESPAC Advisors sold 10,176 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $260K.
WESPAC Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and held it in 7 quarters.
WESPAC Advisors's Schwab US Mid-Cap ETF position peaked at $2.38M in Q3 2013.
769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on WESPAC Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.