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DRW Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

DRW Securities’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
2014
Q2 		– Sell
-67,050
Closed -$863K – 161
2014
Q1 		$863K Buy
+67,050
New +$846K 0.07% 63
2013
Q3 		– Sell
-443,646
Closed -$4.73M – 241
2013
Q2 		$4.73M Buy
+443,646
New +$4.73M 0.17% 22

Other funds holding SCHM

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return

DRW Securities's SCHM Position: Q2 2014 in Review

DRW Securities sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2014, closing a stake of 67,050 shares — an estimated $863K sold.

DRW Securities first reported a position in SCHM in Q2 2013 and held it in 2 quarters. The position peaked at $4.73M in Q2 2013. 114 funds tracked by Wall St. Rank hold SCHM as of Q2 2014.

  • DRW Securities reported no remaining Schwab US Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • DRW Securities sold 67,050 Schwab US Mid-Cap ETF shares in Q2 2014, an estimated $863K.
  • DRW Securities first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and held it in 2 quarters.
  • DRW Securities's Schwab US Mid-Cap ETF position peaked at $4.73M in Q2 2013.
  • 114 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2014.

Based on DRW Securities's 13F filing for Q2 2014, filed 15 Aug 2014.