B
SCHM icon

Bridgeworth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bridgeworth’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
Q3 		– Sell
-1,395
Closed -$25K – 455
2018
Q2 		$25K Buy
+1,395
New +$25.2K 0.01% 359

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

Bridgeworth's SCHM Position: Q3 2018 in Review

Bridgeworth sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2018, closing a stake of 1,395 shares — an estimated $25K sold.

Bridgeworth first reported a position in SCHM in Q2 2018 and held it in 1 quarter. The position peaked at $25K in Q2 2018. 437 funds tracked by Wall St. Rank hold SCHM as of Q3 2018.

  • Bridgeworth reported no remaining Schwab US Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 1,395 Schwab US Mid-Cap ETF shares in Q3 2018, an estimated $25K.
  • Bridgeworth first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Schwab US Mid-Cap ETF position peaked at $25K in Q2 2018.
  • 437 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.