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Capital One Investing’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Capital One Investing’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
Q3 		$279K Sell
14,841
-7,149
-33% -$135K 0.06% 166
2019
Q2 		$418K Buy
+21,990
New +$411K 0.1% 120

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital One Investing's SCHM Position: Q3 2019 in Review

Capital One Investing reduced its Schwab US Mid-Cap ETF (SCHM) stake by 33% in Q3 2019, selling an estimated $135K and leaving 14,841 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #166.

Capital One Investing first reported a position in SCHM in Q2 2019 and has held it in 2 quarters since. The position peaked at $418K in Q2 2019. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • Capital One Investing held 14,841 shares of Schwab US Mid-Cap ETF worth $279K as of Q3 2019.
  • Capital One Investing sold 7,149 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $135K.
  • Schwab US Mid-Cap ETF made up 0.06% of Capital One Investing's portfolio in Q3 2019, its #166 holding.
  • Capital One Investing first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 2 quarters since.
  • Capital One Investing's Schwab US Mid-Cap ETF position peaked at $418K in Q2 2019.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.