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Your Advocates Ltd’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Your Advocates Ltd’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
-825
Closed -$22K – 204
2021
Q2 		$22K Hold
825
– – 0.01% 59
2021
Q1 		$20K Sell
825
-165
-17% -$4K 0.01% 59
2020
Q4 		$22K Sell
990
-366
-27% -$7.63K 0.02% 56
2020
Q3 		$25K Hold
1,356
– – 0.02% 52
2020
Q2 		$24K Sell
1,356
-8,313
-86% -$135K 0.02% 55
2020
Q1 		$136K Sell
9,669
-45,672
-83% -$836K 0.12% 23
2019
Q4 		$1.11M Buy
+55,341
New +$1.07M 0.88% 13

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
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 $162B AUM 16.35% 1-Year Est. Return

Your Advocates Ltd's SCHM Position: Q3 2021 in Review

Your Advocates Ltd sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 825 shares — an estimated $22K sold.

Your Advocates Ltd first reported a position in SCHM in Q4 2019 and held it in 7 quarters. The position peaked at $1.11M in Q4 2019. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Your Advocates Ltd reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Your Advocates Ltd sold 825 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $22K.
  • Your Advocates Ltd first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 7 quarters.
  • Your Advocates Ltd's Schwab US Mid-Cap ETF position peaked at $1.11M in Q4 2019.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Your Advocates Ltd's 13F filing for Q3 2021, filed 5 Nov 2021.