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Capital Wealth Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-71,535
Closed -$1M – 186
2020
Q1 		$1M Sell
71,535
-2,868
-4% -$52.5K 0.06% 75
2019
Q4 		$1.49M Sell
74,403
-2,325
-3% -$45K 0.09% 65
2019
Q3 		$1.46M Sell
76,728
-22,251
-22% -$420K 0.09% 64
2019
Q2 		$1.88M Buy
+98,979
New +$1.85M 0.14% 50
2017
Q3 		– Sell
-17,358
Closed -$279K – 190
2017
Q2 		$279K Buy
+17,358
New +$276K 0.04% 81

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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 $5.05B AUM 16.64% 1-Year Est. Return

Capital Wealth Planning's SCHM Position: Q2 2020 in Review

Capital Wealth Planning sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 71,535 shares — an estimated $1M sold.

Capital Wealth Planning first reported a position in SCHM in Q2 2017 and held it in 5 quarters. The position peaked at $1.88M in Q2 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Capital Wealth Planning reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 71,535 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $1M.
  • Capital Wealth Planning first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 5 quarters.
  • Capital Wealth Planning's Schwab US Mid-Cap ETF position peaked at $1.88M in Q2 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.