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Eagle Capital Management (Louisiana)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Eagle Capital Management (Louisiana)’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
-503,634
Closed -$9.71M – 41
2018
Q3 		$9.71M Buy
503,634
+13,020
+3% +$248K 5.47% 3
2018
Q2 		$8.98M Buy
490,614
+425,196
+650% +$7.69M 5.66% 3
2018
Q1 		$1.15M Sell
65,418
-497,973
-88% -$8.94M 0.81% 35
2017
Q4 		$10M Sell
563,391
-4,938
-0.9% -$85.2K 5.39% 4
2017
Q3 		$9.49M Sell
568,329
-4,959
-0.9% -$80.6K 5.42% 4
2017
Q2 		$9.2M Buy
573,288
+17,973
+3% +$286K 5.48% 4
2017
Q1 		$8.76M Buy
555,315
+74,616
+16% +$1.16M 5.37% 4
2016
Q4 		$7.24M Buy
+480,699
New +$7.03M 4.74% 4
2014
Q4 		– Sell
-73,929
Closed -$954K – 70
2014
Q3 		$954K Sell
73,929
-429
-0.6% -$5.68K 0.36% 60
2014
Q2 		$997K Buy
74,358
+3,318
+5% +$42.8K 0.37% 60
2014
Q1 		$914K Sell
71,040
-243,381
-77% -$3.07M 0.36% 60
2013
Q4 		$3.92M Buy
+314,421
New +$3.77M 1.69% 14

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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
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

Eagle Capital Management (Louisiana)'s SCHM Position: Q4 2018 in Review

Eagle Capital Management (Louisiana) sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 503,634 shares — an estimated $9.71M sold.

Eagle Capital Management (Louisiana) first reported a position in SCHM in Q4 2013 and held it in 12 quarters. The position peaked at $10M in Q4 2017. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • Eagle Capital Management (Louisiana) reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Eagle Capital Management (Louisiana) sold 503,634 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $9.71M.
  • Eagle Capital Management (Louisiana) first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and held it in 12 quarters.
  • Eagle Capital Management (Louisiana)'s Schwab US Mid-Cap ETF position peaked at $10M in Q4 2017.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q4 2018, filed 15 Jan 2019.