CWM
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Concert Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Concert Wealth Management’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
Q3 		– Sell
-23,310
Closed -$373K – 119
2017
Q2 		$373K Buy
23,310
+240
+1% +$3.81K 0.36% 80
2017
Q1 		$349K Buy
23,070
+6,489
+39% +$101K 0.08% 325
2016
Q4 		$252K Buy
16,581
+2,934
+21% +$42.9K 0.06% 399
2016
Q3 		$198K Sell
13,647
-1,794
-12% -$25.9K 0.02% 651
2016
Q2 		$217K Buy
+15,441
New +$213K 0.03% 577
2016
Q1 		– Sell
-39,792
Closed -$530K – 706
2015
Q4 		$530K Sell
39,792
-8,808
-18% -$120K 0.07% 342
2015
Q3 		$630K Buy
48,600
+6,549
+16% +$90.9K 0.09% 292
2015
Q2 		$597K Buy
42,051
+5,859
+16% +$84.8K 0.08% 326
2015
Q1 		$0 Sell
36,192
-2,073
-5% -$28.9K ﹤0.01% 602
2014
Q4 		$519K Buy
38,265
+15,888
+71% +$209K 0.08% 312
2014
Q3 		$289K Sell
22,377
-14,409
-39% -$191K 0.04% 396
2014
Q2 		$472K Buy
+36,786
New +$474K 0.06% 292
2014
Q1 		– Sell
-19,629
Closed -$241K – 580
2013
Q4 		$241K Buy
+19,629
New +$236K 0.03% 440

Other funds holding SCHM

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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's SCHM Position: Q3 2017 in Review

Concert Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2017, closing a stake of 23,310 shares — an estimated $373K sold.

Concert Wealth Management first reported a position in SCHM in Q4 2013 and held it in 13 quarters. The position peaked at $630K in Q3 2015. 307 funds tracked by Wall St. Rank hold SCHM as of Q3 2017.

  • Concert Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 23,310 Schwab US Mid-Cap ETF shares in Q3 2017, an estimated $373K.
  • Concert Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and held it in 13 quarters.
  • Concert Wealth Management's Schwab US Mid-Cap ETF position peaked at $630K in Q3 2015.
  • 307 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.