Baldwin Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Baldwin Wealth Partners’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	-699	Closed	-$14K	–	567
2019 Q4	$14K	Hold	699	–	–	﹤0.01%	436
2019 Q3	$13K	Hold	699	–	–	﹤0.01%	435
2019 Q2	$13K	Hold	699	–	–	﹤0.01%	430
2019 Q1	$13K	Hold	699	–	–	﹤0.01%	434
2018 Q4	$11K	Hold	699	–	–	﹤0.01%	429
2018 Q3	$13K	Hold	699	–	–	﹤0.01%	443
2018 Q2	$13K	Hold	699	–	–	﹤0.01%	441
2018 Q1	$12K	Buy	+699	New	+$12.6K	﹤0.01%	423

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

Baldwin Wealth Partners's SCHM Position: Q1 2020 in Review

Baldwin Wealth Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 699 shares — an estimated $14K sold.

Baldwin Wealth Partners first reported a position in SCHM in Q1 2018 and held it in 8 quarters. The position peaked at $14K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

Baldwin Wealth Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 699 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $14K.
Baldwin Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 8 quarters.
Baldwin Wealth Partners's Schwab US Mid-Cap ETF position peaked at $14K in Q4 2019.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Baldwin Wealth Partners's 13F filing for Q1 2020, filed 15 Apr 2020.