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Chemical Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Chemical Bank’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
Q2 		$382K Buy
20,091
+3,675
+22% +$68.7K 0.04% 280
2019
Q1 		$303K Buy
16,416
+2,415
+17% +$43.2K 0.03% 303
2018
Q4 		$224K Buy
+14,001
New +$245K 0.03% 323

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chemical Bank's SCHM Position: Q2 2019 in Review

Chemical Bank increased its Schwab US Mid-Cap ETF (SCHM) stake by 22% in Q2 2019, buying an estimated $68.7K and bringing the position to 20,091 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #280.

Chemical Bank first reported a position in SCHM in Q4 2018 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold SCHM as of Q2 2019.

  • Chemical Bank held 20,091 shares of Schwab US Mid-Cap ETF worth $382K as of Q2 2019.
  • Chemical Bank bought 3,675 Schwab US Mid-Cap ETF shares in Q2 2019, an estimated $68.7K.
  • Schwab US Mid-Cap ETF made up 0.04% of Chemical Bank's portfolio in Q2 2019, its #280 holding.
  • Chemical Bank first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2019.

Based on Chemical Bank's 13F filing for Q2 2019, filed 25 Jul 2019.