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

West Financial 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
Q2 		– Sell
-90
Closed -$2K – 154
2021
Q1 		$2K Hold
90
– – ﹤0.01% 146
2020
Q4 		$2K Buy
+90
New +$1.88K ﹤0.01% 141

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HighTower Advisors
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

West Financial Advisors's SCHM Position: Q2 2021 in Review

West Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 90 shares — an estimated $2K sold.

West Financial Advisors first reported a position in SCHM in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

  • West Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • West Financial Advisors sold 90 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $2K.
  • West Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 2 quarters.
  • West Financial Advisors's Schwab US Mid-Cap ETF position peaked at $2K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on West Financial Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.