C.M. Bidwell & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

C.M. Bidwell & Associates’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	-1,725	Closed	-$33K	–	447
2019 Q3	$33K	Sell	1,725 -13,920	-89%	-$263K	0.03%	277
2019 Q2	$298K	Sell	15,645 -1,860	-11%	-$34.8K	0.3%	95
2019 Q1	$323K	Hold	17,505	–	–	0.32%	92
2018 Q4	$280K	Buy	17,505 +390	+2%	+$6.81K	0.3%	89
2018 Q3	$330K	Buy	17,115 +15,720	+1,127%	+$299K	0.31%	83
2018 Q2	$26K	Sell	1,395 -1,185	-46%	-$21.4K	0.02%	284
2018 Q1	$45K	Sell	2,580 -15	-0.6%	-$269	0.04%	247
2017 Q4	$46K	Buy	+2,595	New	+$44.8K	0.04%	252

Other funds holding SCHM

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

C.M. Bidwell & Associates's SCHM Position: Q4 2019 in Review

C.M. Bidwell & Associates sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2019, closing a stake of 1,725 shares — an estimated $33K sold.

C.M. Bidwell & Associates first reported a position in SCHM in Q4 2017 and held it in 8 quarters. The position peaked at $330K in Q3 2018. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

C.M. Bidwell & Associates reported no remaining Schwab US Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
C.M. Bidwell & Associates sold 1,725 Schwab US Mid-Cap ETF shares in Q4 2019, an estimated $33K.
C.M. Bidwell & Associates first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 8 quarters.
C.M. Bidwell & Associates's Schwab US Mid-Cap ETF position peaked at $330K in Q3 2018.
624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2019, filed 12 Feb 2020.