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CapWealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CapWealth Advisors’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
-15,702
Closed -$303K – 110
2018
Q3 		$303K Buy
+15,702
New +$299K 0.05% 94

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

CapWealth Advisors's SCHM Position: Q4 2018 in Review

CapWealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 15,702 shares — an estimated $303K sold.

CapWealth Advisors first reported a position in SCHM in Q3 2018 and held it in 1 quarter. The position peaked at $303K in Q3 2018. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • CapWealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • CapWealth Advisors sold 15,702 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $303K.
  • CapWealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • CapWealth Advisors's Schwab US Mid-Cap ETF position peaked at $303K in Q3 2018.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on CapWealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.