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Cutter & Co Brokerage’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cutter & Co Brokerage’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
2018
Q4 		– Sell
-11,598
Closed -$224K – 285
2018
Q3 		$224K Buy
+11,598
New +$221K 0.08% 237

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SWM
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AB
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

Cutter & Co Brokerage's SCHM Position: Q4 2018 in Review

Cutter & Co Brokerage sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 11,598 shares — an estimated $224K sold.

Cutter & Co Brokerage first reported a position in SCHM in Q3 2018 and held it in 1 quarter. The position peaked at $224K in Q3 2018. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • Cutter & Co Brokerage reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Cutter & Co Brokerage sold 11,598 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $224K.
  • Cutter & Co Brokerage first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Cutter & Co Brokerage's Schwab US Mid-Cap ETF position peaked at $224K in Q3 2018.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on Cutter & Co Brokerage's 13F filing for Q4 2018, filed 7 Feb 2019.