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

Delphi Private 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
2018
Q4 		– Sell
-1,821
Closed -$35K – 64
2018
Q3 		$35K Hold
1,821
– – 0.12% 35
2018
Q2 		$33K Buy
+1,821
New +$32.9K 0.11% 42
2018
Q1 		– Sell
-3,480
Closed -$62K – 114
2017
Q4 		$62K Buy
+3,480
New +$60.1K 0.15% 64
2016
Q1 		– Sell
-18,408
Closed -$246K – 392
2015
Q4 		$246K Buy
+18,408
New +$250K 0.42% 14

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $2.73B AUM 25.76% 1-Year Est. Return

Delphi Private Advisors's SCHM Position: Q4 2018 in Review

Delphi Private Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 1,821 shares — an estimated $35K sold.

Delphi Private Advisors first reported a position in SCHM in Q4 2015 and held it in 4 quarters. The position peaked at $246K in Q4 2015. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • Delphi Private Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Delphi Private Advisors sold 1,821 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $35K.
  • Delphi Private Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 4 quarters.
  • Delphi Private Advisors's Schwab US Mid-Cap ETF position peaked at $246K in Q4 2015.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.