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Gerald L. Ray & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gerald L. Ray & Associates’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
Q3 		$530K Buy
+31,725
New +$516K 0.07% 223

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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gerald L. Ray & Associates's SCHM Position: Q3 2017 in Review

Gerald L. Ray & Associates opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2017: 31,725 shares worth $530K. The stake represents 0.07% of the portfolio and ranks #223 among its holdings.

307 funds tracked by Wall St. Rank hold SCHM as of Q3 2017.

  • Gerald L. Ray & Associates held 31,725 shares of Schwab US Mid-Cap ETF worth $530K as of Q3 2017.
  • Schwab US Mid-Cap ETF was a new Gerald L. Ray & Associates position in Q3 2017.
  • Schwab US Mid-Cap ETF made up 0.07% of Gerald L. Ray & Associates's portfolio in Q3 2017, its #223 holding.
  • 307 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2017.

Based on Gerald L. Ray & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.