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Accurate Investment Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Accurate Investment Solutions’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
2018
Q2 		– Sell
-10,500
Closed -$185K – 534
2018
Q1 		$185K Buy
+10,500
New +$189K 0.14% 65
2017
Q2 		– Sell
-8,238
Closed -$130K – 367
2017
Q1 		$130K Hold
8,238
– – 0.11% 65
2016
Q4 		$124K Sell
8,238
-14,673
-64% -$215K 0.11% 70
2016
Q3 		$332K Buy
+22,911
New +$331K 0.3% 37

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accurate Investment Solutions's SCHM Position: Q2 2018 in Review

Accurate Investment Solutions sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2018, closing a stake of 10,500 shares — an estimated $185K sold.

Accurate Investment Solutions first reported a position in SCHM in Q3 2016 and held it in 4 quarters. The position peaked at $332K in Q3 2016. 417 funds tracked by Wall St. Rank hold SCHM as of Q2 2018.

  • Accurate Investment Solutions reported no remaining Schwab US Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 10,500 Schwab US Mid-Cap ETF shares in Q2 2018, an estimated $185K.
  • Accurate Investment Solutions first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and held it in 4 quarters.
  • Accurate Investment Solutions's Schwab US Mid-Cap ETF position peaked at $332K in Q3 2016.
  • 417 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2018.

Based on Accurate Investment Solutions's 13F filing for Q2 2018, filed 11 Jul 2018.