First Interstate Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Interstate Bank’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
2019 Q1	–	Sell	-2,715	Closed	-$43K	–	685
2018 Q4	$43K	Hold	2,715	–	–	0.01%	362
2018 Q3	$52K	Hold	2,715	–	–	0.01%	361
2018 Q2	$50K	Hold	2,715	–	–	0.01%	353
2018 Q1	$48K	Sell	2,715 -840	-24%	-$15.1K	0.01%	363
2017 Q4	$63K	Hold	3,555	–	–	0.01%	343
2017 Q3	$59K	Hold	3,555	–	–	0.01%	342
2017 Q2	$57K	Hold	3,555	–	–	0.01%	333
2017 Q1	$56K	Hold	3,555	–	–	0.01%	336
2016 Q4	$54K	Sell	3,555 -450	-11%	-$6.58K	0.01%	346
2016 Q3	$58K	Hold	4,005	–	–	0.01%	343
2016 Q2	$56K	Hold	4,005	–	–	0.01%	337
2016 Q1	$54K	Hold	4,005	–	–	0.01%	343
2015 Q4	$53K	Buy	4,005 +450	+13%	+$6.11K	0.01%	361
2015 Q3	$46K	Buy	+3,555	New	+$49.4K	0.01%	381

Other funds holding SCHM

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

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

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

First Interstate Bank's SCHM Position: Q1 2019 in Review

First Interstate Bank sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2019, closing a stake of 2,715 shares — an estimated $43K sold.

First Interstate Bank first reported a position in SCHM in Q3 2015 and held it in 14 quarters. The position peaked at $63K in Q4 2017. 528 funds tracked by Wall St. Rank hold SCHM as of Q1 2019.

First Interstate Bank reported no remaining Schwab US Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
First Interstate Bank sold 2,715 Schwab US Mid-Cap ETF shares in Q1 2019, an estimated $43K.
First Interstate Bank first reported a position in Schwab US Mid-Cap ETF in Q3 2015 and held it in 14 quarters.
First Interstate Bank's Schwab US Mid-Cap ETF position peaked at $63K in Q4 2017.
528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2019.

Based on First Interstate Bank's 13F filing for Q1 2019, filed 2 May 2019.