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DDD Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

DDD Partners’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
2020
Q2 		– Sell
-44,211
Closed -$621K – 44
2020
Q1 		$621K Buy
44,211
+4,638
+12% +$84.9K 0.22% 34
2019
Q4 		$793K Buy
39,573
+2,070
+6% +$40.1K 0.22% 35
2019
Q3 		$707K Buy
37,503
+672
+2% +$12.7K 0.22% 37
2019
Q2 		$701K Buy
36,831
+243
+0.7% +$4.55K 0.22% 37
2019
Q1 		$676K Buy
36,588
+822
+2% +$14.7K 0.23% 35
2018
Q4 		$571K Buy
35,766
+624
+2% +$10.9K 0.21% 43
2018
Q3 		$678K Buy
+35,142
New +$670K 0.24% 38

Other funds holding SCHM

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

DDD Partners's SCHM Position: Q2 2020 in Review

DDD Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 44,211 shares — an estimated $621K sold.

DDD Partners first reported a position in SCHM in Q3 2018 and held it in 7 quarters. The position peaked at $793K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • DDD Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • DDD Partners sold 44,211 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $621K.
  • DDD Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and held it in 7 quarters.
  • DDD Partners's Schwab US Mid-Cap ETF position peaked at $793K in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on DDD Partners's 13F filing for Q2 2020, filed 23 Jul 2020.