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

Altium 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
2018
Q4 		– Sell
-11,484
Closed -$221K – 293
2018
Q3 		$221K Hold
11,484
– – 0.04% 261
2018
Q2 		$210K Sell
11,484
-5,217
-31% -$94.4K 0.06% 242
2018
Q1 		$294K Buy
+16,701
New +$300K 0.12% 130

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Northwestern Mutual Wealth Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RJFSA
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BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

Altium Wealth Management's SCHM Position: Q4 2018 in Review

Altium Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 11,484 shares — an estimated $221K sold.

Altium Wealth Management first reported a position in SCHM in Q1 2018 and held it in 3 quarters. The position peaked at $294K in Q1 2018. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • Altium Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Altium Wealth Management sold 11,484 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $221K.
  • Altium Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 3 quarters.
  • Altium Wealth Management's Schwab US Mid-Cap ETF position peaked at $294K in Q1 2018.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on Altium Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.