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Glacier Peak Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Glacier Peak 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
2019
Q3 		$1.06M Buy
56,430
+35,775
+173% +$676K 1.11% 33
2019
Q2 		$393K Buy
20,655
+8,103
+65% +$152K 0.37% 54
2019
Q1 		$232K Buy
+12,552
New +$224K 0.21% 66

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glacier Peak Capital's SCHM Position: Q3 2019 in Review

Glacier Peak Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 173% in Q3 2019, buying an estimated $676K and bringing the position to 56,430 shares worth $1.06M. The position accounts for 1.11% of the portfolio, ranked #33.

Glacier Peak Capital first reported a position in SCHM in Q1 2019 and has held it in 3 quarters since. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • Glacier Peak Capital held 56,430 shares of Schwab US Mid-Cap ETF worth $1.06M as of Q3 2019.
  • Glacier Peak Capital bought 35,775 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $676K.
  • Schwab US Mid-Cap ETF made up 1.11% of Glacier Peak Capital's portfolio in Q3 2019, its #33 holding.
  • Glacier Peak Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 3 quarters since.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on Glacier Peak Capital's 13F filing for Q3 2019, filed 12 Nov 2019.