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

Efficient Market 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
2017 Q1	$1.29M	Sell	81,633 -2,169	-3%	-$33.8K	0.18%	31
2016 Q4	$1.26M	Sell	83,802 -29,193	-26%	-$427K	0.19%	32
2016 Q3	$1.64M	Sell	112,995 -33,999	-23%	-$492K	0.25%	29
2016 Q2	$2.06M	Sell	146,994 -32,112	-18%	-$443K	0.34%	26
2016 Q1	$2.42M	Sell	179,106 -3,183	-2%	-$40.2K	0.42%	26
2015 Q4	$2.44M	Buy	182,289 +147,513	+424%	+$2M	0.52%	26
2015 Q3	$451K	Sell	34,776 -2,547	-7%	-$35.4K	0.11%	38
2015 Q2	$531K	Sell	37,323 -126	-0.3%	-$1.82K	0.12%	36
2015 Q1	$539K	Sell	37,449 -4,758	-11%	-$66.4K	0.12%	36
2014 Q4	$572K	Buy	42,207 +6,429	+18%	+$84.7K	0.14%	38
2014 Q3	$462K	Sell	35,778 -22,152	-38%	-$293K	0.12%	34
2014 Q2	$777K	Buy	57,930 +3,381	+6%	+$43.6K	0.2%	30
2014 Q1	$702K	Buy	54,549 +8,067	+17%	+$102K	0.19%	32
2013 Q4	$580K	Buy	46,482 +90	+0.2%	+$1.08K	0.17%	30
2013 Q3	$535K	Buy	46,392 +9,819	+27%	+$111K	0.17%	32
2013 Q2	$390K	Buy	+36,573	New	+$390K	0.14%	33

Other funds holding SCHM

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCM

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Efficient Market Advisors's SCHM Position: Q1 2017 in Review

Efficient Market Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.6% in Q1 2017, selling an estimated $33.8K and leaving 81,633 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #31.

Efficient Market Advisors first reported a position in SCHM in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.44M in Q4 2015. 269 funds tracked by Wall St. Rank hold SCHM as of Q1 2017.

Efficient Market Advisors held 81,633 shares of Schwab US Mid-Cap ETF worth $1.29M as of Q1 2017.
Efficient Market Advisors sold 2,169 Schwab US Mid-Cap ETF shares in Q1 2017, an estimated $33.8K.
Schwab US Mid-Cap ETF made up 0.18% of Efficient Market Advisors's portfolio in Q1 2017, its #31 holding.
Efficient Market Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 16 quarters since.
Efficient Market Advisors's Schwab US Mid-Cap ETF position peaked at $2.44M in Q4 2015.
269 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.