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Breiter Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Breiter Capital 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
2019
Q4 		– Sell
-23,205
Closed -$437K – 91
2019
Q3 		$437K Sell
23,205
-48
-0.2% -$907 0.57% 54
2019
Q2 		$442K Buy
+23,253
New +$435K 0.59% 52
2018
Q4 		– Sell
-10,545
Closed -$203K – 115
2018
Q3 		$203K Buy
+10,545
New +$201K 0.26% 112

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

Breiter Capital Management's SCHM Position: Q4 2019 in Review

Breiter Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2019, closing a stake of 23,205 shares — an estimated $437K sold.

Breiter Capital Management first reported a position in SCHM in Q3 2018 and held it in 3 quarters. The position peaked at $442K in Q2 2019. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

  • Breiter Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Breiter Capital Management sold 23,205 Schwab US Mid-Cap ETF shares in Q4 2019, an estimated $437K.
  • Breiter Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and held it in 3 quarters.
  • Breiter Capital Management's Schwab US Mid-Cap ETF position peaked at $442K in Q2 2019.
  • 624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on Breiter Capital Management's 13F filing for Q4 2019, filed 23 Jan 2020.