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D. Scott Neal’s Schwab US Mid-Cap ETF SCHM Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-183
Closed -$3K – 145
2018
Q1 		$3K Sell
183
-55,929
-100% -$1M ﹤0.01% 151
2017
Q4 		$996K Sell
56,112
-2,388
-4% -$41.2K 0.6% 24
2017
Q3 		$977K Buy
58,500
+26,088
+80% +$424K 0.59% 21
2017
Q2 		$520K Buy
32,412
+72
+0.2% +$1.14K 0.35% 26
2017
Q1 		$510K Buy
32,340
+30,960
+2,243% +$483K 0.33% 28
2016
Q4 		$21K Buy
+1,380
New +$20.2K 0.02% 99

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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

D. Scott Neal's SCHM Position: Q2 2018 in Review

D. Scott Neal sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2018, closing a stake of 183 shares — an estimated $3K sold.

D. Scott Neal first reported a position in SCHM in Q4 2016 and held it in 6 quarters. The position peaked at $996K in Q4 2017. 417 funds tracked by Wall St. Rank hold SCHM as of Q2 2018.

  • D. Scott Neal reported no remaining Schwab US Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 183 Schwab US Mid-Cap ETF shares in Q2 2018, an estimated $3K.
  • D. Scott Neal first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 6 quarters.
  • D. Scott Neal's Schwab US Mid-Cap ETF position peaked at $996K in Q4 2017.
  • 417 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.