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Cardan Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cardan Capital Partners’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
2017
Q2 		– Sell
-375,834
Closed -$5.93M – 131
2017
Q1 		$5.93M Buy
+375,834
New +$5.86M 1.24% 25

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SWM
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AB
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LWMT
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SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Cardan Capital Partners's SCHM Position: Q2 2017 in Review

Cardan Capital Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2017, closing a stake of 375,834 shares — an estimated $5.93M sold.

Cardan Capital Partners first reported a position in SCHM in Q1 2017 and held it in 1 quarter. The position peaked at $5.93M in Q1 2017. 286 funds tracked by Wall St. Rank hold SCHM as of Q2 2017.

  • Cardan Capital Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Cardan Capital Partners sold 375,834 Schwab US Mid-Cap ETF shares in Q2 2017, an estimated $5.93M.
  • Cardan Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and held it in 1 quarter.
  • Cardan Capital Partners's Schwab US Mid-Cap ETF position peaked at $5.93M in Q1 2017.
  • 286 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2017.

Based on Cardan Capital Partners's 13F filing for Q2 2017, filed 14 Jul 2017.