EVC
SCHM icon

Eidelman Virant Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Eidelman Virant Capital’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
2016
Q4 		– Sell
-17,667
Closed -$181K – 131
2016
Q3 		$181K Buy
+17,667
New +$255K 0.11% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Eidelman Virant Capital's SCHM Position: Q4 2016 in Review

Eidelman Virant Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2016, closing a stake of 17,667 shares — an estimated $181K sold.

Eidelman Virant Capital first reported a position in SCHM in Q3 2016 and held it in 1 quarter. The position peaked at $181K in Q3 2016. 247 funds tracked by Wall St. Rank hold SCHM as of Q4 2016.

  • Eidelman Virant Capital reported no remaining Schwab US Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Eidelman Virant Capital sold 17,667 Schwab US Mid-Cap ETF shares in Q4 2016, an estimated $181K.
  • Eidelman Virant Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Eidelman Virant Capital's Schwab US Mid-Cap ETF position peaked at $181K in Q3 2016.
  • 247 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2016.

Based on Eidelman Virant Capital's 13F filing for Q4 2016, filed 6 Feb 2017.