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BB&T Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BB&T Securities’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
2019
Q3 		$766K Buy
40,542
+3,708
+10% +$70.1K 0.01% 920
2019
Q2 		$700K Sell
36,834
-4,536
-11% -$84.9K 0.01% 957
2019
Q1 		$763K Hold
41,370
– – 0.01% 910
2018
Q4 		$660K Buy
41,370
+2,109
+5% +$36.9K 0.01% 877
2018
Q3 		$756K Buy
39,261
+19,344
+97% +$369K 0.01% 913
2018
Q2 		$364K Hold
19,917
– – ﹤0.01% 1201
2018
Q1 		$351K Buy
+19,917
New +$358K ﹤0.01% 1175

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BB&T Securities's SCHM Position: Q3 2019 in Review

BB&T Securities increased its Schwab US Mid-Cap ETF (SCHM) stake by 10% in Q3 2019, buying an estimated $70.1K and bringing the position to 40,542 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #920.

BB&T Securities first reported a position in SCHM in Q1 2018 and has held it in 7 quarters since. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • BB&T Securities held 40,542 shares of Schwab US Mid-Cap ETF worth $766K as of Q3 2019.
  • BB&T Securities bought 3,708 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $70.1K.
  • Schwab US Mid-Cap ETF made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #920 holding.
  • BB&T Securities first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 7 quarters since.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.