AIG
SCHM icon

American International Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

American International Group’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
2016
Q2 		– Sell
-9,384
Closed -$127K – 4202
2016
Q1 		$127K Sell
9,384
-34,152
-78% -$431K ﹤0.01% 3213
2015
Q4 		$581K Buy
43,536
+1,032
+2% +$14K ﹤0.01% 1914
2015
Q3 		$552K Buy
42,504
+1,320
+3% +$18.3K ﹤0.01% 1934
2015
Q2 		$585K Sell
41,184
-2,121
-5% -$30.7K ﹤0.01% 2041
2015
Q1 		$623K Buy
43,305
+5,004
+13% +$69.8K ﹤0.01% 1982
2014
Q4 		$519K Buy
38,301
+29,625
+341% +$390K ﹤0.01% 2102
2014
Q3 		$112K Buy
8,676
+873
+11% +$11.6K ﹤0.01% 3457
2014
Q2 		$105K Buy
7,803
+4,824
+162% +$62.2K ﹤0.01% 3546
2014
Q1 		$38.3K Buy
2,979
+573
+24% +$7.23K ﹤0.01% 3932
2013
Q4 		$30K Sell
2,406
-15,699
-87% -$188K ﹤0.01% 3974
2013
Q3 		$209K Buy
18,105
+17,862
+7,351% +$201K ﹤0.01% 2697
2013
Q2 		$2.59K Buy
+243
New +$2.59K ﹤0.01% 4399

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

American International Group's SCHM Position: Q2 2016 in Review

American International Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2016, closing a stake of 9,384 shares — an estimated $127K sold.

American International Group first reported a position in SCHM in Q2 2013 and held it in 12 quarters. The position peaked at $623K in Q1 2015. 206 funds tracked by Wall St. Rank hold SCHM as of Q2 2016.

  • American International Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2016 after selling out during the quarter.
  • American International Group sold 9,384 Schwab US Mid-Cap ETF shares in Q2 2016, an estimated $127K.
  • American International Group first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and held it in 12 quarters.
  • American International Group's Schwab US Mid-Cap ETF position peaked at $623K in Q1 2015.
  • 206 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2016.

Based on American International Group's 13F filing for Q2 2016, filed 11 Aug 2016.