GFS Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

GFS Private Wealth’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 Q4	$21.3M	Buy	+1,200,864	New	+$20.7M	7.31%	3

Other funds holding SCHM

Financial Engines Advisors

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

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

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GFS Private Wealth's SCHM Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2017: 1,200,864 shares worth $21.3M. The stake represents 7.31% of the portfolio and ranks #3 among its holdings.

373 funds tracked by Wall St. Rank hold SCHM as of Q4 2017.

GFS Private Wealth held 1,200,864 shares of Schwab US Mid-Cap ETF worth $21.3M as of Q4 2017.
Schwab US Mid-Cap ETF was a new GFS Private Wealth position in Q4 2017.
Schwab US Mid-Cap ETF made up 7.31% of GFS Private Wealth's portfolio in Q4 2017, its #3 holding.
373 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.