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

BTR 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
2018
Q4 		– Sell
-11,250
Closed -$217K – 175
2018
Q3 		$217K Hold
11,250
– – 0.04% 162
2018
Q2 		$206K Buy
+11,250
New +$203K 0.04% 143
2015
Q2 		– Sell
-14,100
Closed -$203K – 160
2015
Q1 		$203K Buy
+14,100
New +$197K 0.05% 151

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

BTR Capital Management's SCHM Position: Q4 2018 in Review

BTR Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 11,250 shares — an estimated $217K sold.

BTR Capital Management first reported a position in SCHM in Q1 2015 and held it in 3 quarters. The position peaked at $217K in Q3 2018. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • BTR Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • BTR Capital Management sold 11,250 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $217K.
  • BTR Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and held it in 3 quarters.
  • BTR Capital Management's Schwab US Mid-Cap ETF position peaked at $217K in Q3 2018.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on BTR Capital Management's 13F filing for Q4 2018, filed 23 Jan 2019.