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Beacon Pointe Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beacon Pointe Wealth Advisors’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
Q4 		$1.04M Sell
52,263
-7,230
-12% -$140K 0.19% 101
2019
Q3 		$1.12M Buy
59,493
+15,309
+35% +$289K 0.24% 93
2019
Q2 		$838K Buy
44,184
+7,251
+20% +$136K 0.18% 112
2019
Q1 		$679K Sell
36,933
-2,748
-7% -$49.1K 0.15% 125
2018
Q4 		$633K Buy
+39,681
New +$693K 0.23% 108

Other funds holding SCHM

Financial Engines Advisors
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SCHM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q4 2019, selling an estimated $140K and leaving 52,263 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #101.

Beacon Pointe Wealth Advisors first reported a position in SCHM in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2019. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 52,263 shares of Schwab US Mid-Cap ETF worth $1.04M as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 7,230 Schwab US Mid-Cap ETF shares in Q4 2019, an estimated $140K.
  • Schwab US Mid-Cap ETF made up 0.19% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #101 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $1.12M in Q3 2019.
  • 624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.