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

Crewe 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
2019
Q4 		– Sell
-3
Closed – – 272
2019
Q3 		$0 Hold
3
– – ﹤0.01% 296
2019
Q2 		$0 Hold
3
– – ﹤0.01% 310
2019
Q1 		$0 Buy
+3
New +$54 ﹤0.01% 266
2018
Q2 		– Sell
-402
Closed -$7K – 279
2018
Q1 		$7K Hold
402
– – 0.01% 231
2017
Q4 		$7K Buy
+402
New +$6.94K 0.01% 230

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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Crewe Advisors's SCHM Position: Q4 2019 in Review

Crewe Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2019, closing a stake of 3 shares.

Crewe Advisors first reported a position in SCHM in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q1 2018. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

  • Crewe Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Crewe Advisors sold 3 Schwab US Mid-Cap ETF shares in Q4 2019.
  • Crewe Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 5 quarters.
  • Crewe Advisors's Schwab US Mid-Cap ETF position peaked at $7K in Q1 2018.
  • 624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on Crewe Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.