Winslow Evans & Crocker’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Winslow Evans & Crocker’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 Q4	$7K	Hold	300	–	–	﹤0.01%	1026
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	855
2020 Q2	$5K	Hold	300	–	–	﹤0.01%	897
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	838
2019 Q4	$8K	Hold	300	–	–	﹤0.01%	887
2019 Q3	$6K	Hold	300	–	–	﹤0.01%	937
2019 Q2	$6K	Hold	300	–	–	﹤0.01%	949
2019 Q1	$6K	Hold	300	–	–	﹤0.01%	953
2018 Q4	$6K	Hold	300	–	–	﹤0.01%	893
2018 Q3	$6K	Hold	300	–	–	﹤0.01%	915
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	921
2018 Q1	$5.29K	Hold	300	–	–	﹤0.01%	901
2017 Q4	$5.33K	Hold	300	–	–	﹤0.01%	919
2017 Q3	$5.01K	Hold	300	–	–	﹤0.01%	933
2017 Q2	$4.82K	Hold	300	–	–	﹤0.01%	1062
2017 Q1	$4.73K	Buy	+300	New	+$4.68K	﹤0.01%	1035

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Winslow Evans & Crocker's SCHM Position: Q4 2020 in Review

Winslow Evans & Crocker held its Schwab US Mid-Cap ETF (SCHM) position steady in Q4 2020 at 300 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Winslow Evans & Crocker first reported a position in SCHM in Q1 2017 and has held it in 16 quarters since. The position peaked at $8K in Q4 2019. 651 funds tracked by Wall St. Rank hold SCHM as of Q4 2020.

Winslow Evans & Crocker held 300 shares of Schwab US Mid-Cap ETF worth $7K as of Q4 2020.
Winslow Evans & Crocker left its Schwab US Mid-Cap ETF share count unchanged in Q4 2020.
Schwab US Mid-Cap ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1026 holding.
Winslow Evans & Crocker first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 16 quarters since.
Winslow Evans & Crocker's Schwab US Mid-Cap ETF position peaked at $8K in Q4 2019.
651 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.