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

Baird’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
2015 Q1	–	Sell	-27,396	Closed	-$371K	–	1343
2014 Q4	$371K	Buy	+27,396	New	+$361K	﹤0.01%	1037

Other funds holding SCHM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Baird's SCHM Position: Q1 2015 in Review

Baird sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2015, closing a stake of 27,396 shares — an estimated $371K sold.

Baird first reported a position in SCHM in Q4 2014 and held it in 1 quarter. The position peaked at $371K in Q4 2014. 156 funds tracked by Wall St. Rank hold SCHM as of Q1 2015.

Baird reported no remaining Schwab US Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
Baird sold 27,396 Schwab US Mid-Cap ETF shares in Q1 2015, an estimated $371K.
Baird first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and held it in 1 quarter.
Baird's Schwab US Mid-Cap ETF position peaked at $371K in Q4 2014.
156 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.