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AdvicePeriod’s Schwab US Mid-Cap ETF SCHM Stock Holding History

AdvicePeriod’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
Q2 		– Sell
-50,859
Closed -$939K – 87
2019
Q1 		$939K Sell
50,859
-936
-2% -$16.7K 0.09% 67
2018
Q4 		$828K Buy
51,795
+23,157
+81% +$405K 0.09% 65
2018
Q3 		$552K Buy
+28,638
New +$546K 0.06% 68
2018
Q1 		– Sell
-27,219
Closed -$483K – 70
2017
Q4 		$483K Buy
+27,219
New +$470K 0.09% 57

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 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

AdvicePeriod's SCHM Position: Q2 2019 in Review

AdvicePeriod sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2019, closing a stake of 50,859 shares — an estimated $939K sold.

AdvicePeriod first reported a position in SCHM in Q4 2017 and held it in 4 quarters. The position peaked at $939K in Q1 2019. 540 funds tracked by Wall St. Rank hold SCHM as of Q2 2019.

  • AdvicePeriod reported no remaining Schwab US Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • AdvicePeriod sold 50,859 Schwab US Mid-Cap ETF shares in Q2 2019, an estimated $939K.
  • AdvicePeriod first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
  • AdvicePeriod's Schwab US Mid-Cap ETF position peaked at $939K in Q1 2019.
  • 540 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2019.

Based on AdvicePeriod's 13F filing for Q2 2019, filed 22 Jul 2019.