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

Edge 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
Q2 		$933K Hold
51,015
– – 0.08% 171
2018
Q1 		$899K Buy
51,015
+15
+0% +$269 0.08% 177
2017
Q4 		$905K Buy
51,000
+24
+0% +$414 0.09% 170
2017
Q3 		$851K Buy
50,976
+46,155
+957% +$750K 0.09% 165
2017
Q2 		$77K Buy
4,821
+15
+0.3% +$238 0.01% 435
2017
Q1 		$75K Buy
4,806
+15
+0.3% +$234 0.01% 453
2016
Q4 		$72K Buy
+4,791
New +$70.1K 0.01% 425

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

Edge Advisors's SCHM Position: Q2 2018 in Review

Edge Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2018 at 51,015 shares worth $933K. The position accounts for 0.08% of the portfolio, ranked #171.

Edge Advisors first reported a position in SCHM in Q4 2016 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold SCHM as of Q2 2018.

  • Edge Advisors held 51,015 shares of Schwab US Mid-Cap ETF worth $933K as of Q2 2018.
  • Edge Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2018.
  • Schwab US Mid-Cap ETF made up 0.08% of Edge Advisors's portfolio in Q2 2018, its #171 holding.
  • Edge Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 7 quarters since.
  • 417 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.