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

FDx 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
Q4 		– Sell
-36,102
Closed -$696K – 767
2018
Q3 		$696K Buy
36,102
+13,131
+57% +$250K 0.03% 424
2018
Q2 		$420K Sell
22,971
-34,755
-60% -$629K 0.02% 604
2018
Q1 		$1.02M Buy
57,726
+15,762
+38% +$283K 0.03% 510
2017
Q4 		$745K Sell
41,964
-4,161
-9% -$71.8K 0.02% 644
2017
Q3 		$770K Buy
+46,125
New +$750K 0.02% 620

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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

FDx Advisors's SCHM Position: Q4 2018 in Review

FDx Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 36,102 shares — an estimated $696K sold.

FDx Advisors first reported a position in SCHM in Q3 2017 and held it in 5 quarters. The position peaked at $1.02M in Q1 2018. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • FDx Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • FDx Advisors sold 36,102 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $696K.
  • FDx Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and held it in 5 quarters.
  • FDx Advisors's Schwab US Mid-Cap ETF position peaked at $1.02M in Q1 2018.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.