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Access Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Access Financial Services’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
2019
Q3 		– Sell
-131,868
Closed -$2.51M – 74
2019
Q2 		$2.51M Sell
131,868
-5,805
-4% -$109K 1.91% 9
2019
Q1 		$2.54M Sell
137,673
-25,794
-16% -$461K 2% 9
2018
Q4 		$2.61M Sell
163,467
-47,580
-23% -$831K 2.32% 9
2018
Q3 		$4.07M Buy
+211,047
New +$4.02M 2.79% 6

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Access Financial Services's SCHM Position: Q3 2019 in Review

Access Financial Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2019, closing a stake of 131,868 shares — an estimated $2.51M sold.

Access Financial Services first reported a position in SCHM in Q3 2018 and held it in 4 quarters. The position peaked at $4.07M in Q3 2018. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • Access Financial Services reported no remaining Schwab US Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Access Financial Services sold 131,868 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $2.51M.
  • Access Financial Services first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and held it in 4 quarters.
  • Access Financial Services's Schwab US Mid-Cap ETF position peaked at $4.07M in Q3 2018.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on Access Financial Services's 13F filing for Q3 2019, filed 1 Nov 2019.