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Crosspoint Capital Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Crosspoint Capital Strategies’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
2015
Q4 		– Sell
-6,666
Closed -$86K – 1166
2015
Q3 		$86K Sell
6,666
-429
-6% -$5.96K 0.1% 197
2015
Q2 		$101K Buy
7,095
+195
+3% +$2.82K 0.03% 275
2015
Q1 		$99K Buy
6,900
+87
+1% +$1.21K 0.05% 204
2014
Q4 		$93K Buy
6,813
+2,922
+75% +$38.5K 0.03% 303
2014
Q3 		$50K Buy
3,891
+3,456
+794% +$45.8K 0.04% 222
2014
Q2 		$6K Buy
+435
New +$5.61K ﹤0.01% 431

Other funds holding SCHM

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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Crosspoint Capital Strategies's SCHM Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2015, closing a stake of 6,666 shares — an estimated $86K sold.

Crosspoint Capital Strategies first reported a position in SCHM in Q2 2014 and held it in 6 quarters. The position peaked at $101K in Q2 2015. 195 funds tracked by Wall St. Rank hold SCHM as of Q4 2015.

  • Crosspoint Capital Strategies reported no remaining Schwab US Mid-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 6,666 Schwab US Mid-Cap ETF shares in Q4 2015, an estimated $86K.
  • Crosspoint Capital Strategies first reported a position in Schwab US Mid-Cap ETF in Q2 2014 and held it in 6 quarters.
  • Crosspoint Capital Strategies's Schwab US Mid-Cap ETF position peaked at $101K in Q2 2015.
  • 195 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.