BWM
SCHM icon

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

Baystate 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
Q1 		– Sell
-1,566
Closed -$29K – 716
2017
Q4 		$29K Hold
1,566
– – ﹤0.01% 253
2017
Q3 		$26K Hold
1,566
– – ﹤0.01% 250
2017
Q2 		$26K Buy
+1,566
New +$24.9K ﹤0.01% 245

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
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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baystate Wealth Management's SCHM Position: Q1 2018 in Review

Baystate Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2018, closing a stake of 1,566 shares — an estimated $29K sold.

Baystate Wealth Management first reported a position in SCHM in Q2 2017 and held it in 3 quarters. The position peaked at $29K in Q4 2017. 389 funds tracked by Wall St. Rank hold SCHM as of Q1 2018.

  • Baystate Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 1,566 Schwab US Mid-Cap ETF shares in Q1 2018, an estimated $29K.
  • Baystate Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 3 quarters.
  • Baystate Wealth Management's Schwab US Mid-Cap ETF position peaked at $29K in Q4 2017.
  • 389 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.