AllSquare Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

AllSquare Wealth Management’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 Q1	–	Sell	-705	Closed	-$14K	–	473
2019 Q4	$14K	Hold	705	–	–	0.01%	298
2019 Q3	$13K	Hold	705	–	–	0.01%	301
2019 Q2	$13K	Hold	705	–	–	0.01%	311
2019 Q1	$13K	Hold	705	–	–	0.01%	307
2018 Q4	$11K	Sell	705 -645	-48%	-$11.3K	0.01%	300
2018 Q3	$26K	Hold	1,350	–	–	0.02%	244
2018 Q2	$25K	Hold	1,350	–	–	0.02%	252
2018 Q1	$24K	Hold	1,350	–	–	0.02%	220
2017 Q4	$24K	Buy	+1,350	New	+$23.3K	0.02%	219

Other funds holding SCHM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

LWMT

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

AllSquare Wealth Management's SCHM Position: Q1 2020 in Review

AllSquare Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 705 shares — an estimated $14K sold.

AllSquare Wealth Management first reported a position in SCHM in Q4 2017 and held it in 9 quarters. The position peaked at $26K in Q3 2018. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

AllSquare Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
AllSquare Wealth Management sold 705 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $14K.
AllSquare Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 9 quarters.
AllSquare Wealth Management's Schwab US Mid-Cap ETF position peaked at $26K in Q3 2018.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on AllSquare Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.