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Barrington Strategic Wealth Management Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Barrington Strategic Wealth Management 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
2017
Q3 		$558K Sell
33,405
-2,595
-7% -$42.2K 0.28% 82
2017
Q2 		$578K Sell
36,000
-32,175
-47% -$511K 0.29% 83
2017
Q1 		$1.08M Sell
68,175
-18,855
-22% -$294K 0.56% 52
2016
Q4 		$1.31M Buy
+87,030
New +$1.27M 0.7% 43

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrington Strategic Wealth Management Group's SCHM Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.2% in Q3 2017, selling an estimated $42.2K and leaving 33,405 shares worth $558K. The position accounts for 0.28% of the portfolio, ranked #82.

Barrington Strategic Wealth Management Group first reported a position in SCHM in Q4 2016 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2016. 307 funds tracked by Wall St. Rank hold SCHM as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 33,405 shares of Schwab US Mid-Cap ETF worth $558K as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 2,595 Schwab US Mid-Cap ETF shares in Q3 2017, an estimated $42.2K.
  • Schwab US Mid-Cap ETF made up 0.28% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #82 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 4 quarters since.
  • Barrington Strategic Wealth Management Group's Schwab US Mid-Cap ETF position peaked at $1.31M in Q4 2016.
  • 307 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.