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

Capital One National Association’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	$3.4M	Buy	+169,623	New	+$3.28M	0.45%	48

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

Capital One National Association's SCHM Position: Q4 2019 in Review

Capital One National Association opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2019: 169,623 shares worth $3.4M. The stake represents 0.45% of the portfolio and ranks #48 among its holdings.

624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

Capital One National Association held 169,623 shares of Schwab US Mid-Cap ETF worth $3.4M as of Q4 2019.
Schwab US Mid-Cap ETF was a new Capital One National Association position in Q4 2019.
Schwab US Mid-Cap ETF made up 0.45% of Capital One National Association's portfolio in Q4 2019, its #48 holding.
624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.