Greenwood Capital Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Greenwood Capital 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
2015 Q3	–	Sell	-166,401	Closed	-$2.37M	–	190
2015 Q2	$2.37M	Buy	166,401 +31,503	+23%	+$456K	0.72%	62
2015 Q1	$1.94M	Buy	134,898 +111,528	+477%	+$1.56M	0.56%	74
2014 Q4	$317K	Hold	23,370	–	–	0.09%	105
2014 Q3	$301K	Buy	23,370 +615	+3%	+$8.14K	0.09%	101
2014 Q2	$305K	Buy	22,755 +4,950	+28%	+$63.8K	0.09%	105
2014 Q1	$229K	Buy	+17,805	New	+$225K	0.07%	123

Other funds holding SCHM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

SHJ

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

RJFSA

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

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

Greenwood Capital Associates's SCHM Position: Q3 2015 in Review

Greenwood Capital Associates sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2015, closing a stake of 166,401 shares — an estimated $2.37M sold.

Greenwood Capital Associates first reported a position in SCHM in Q1 2014 and held it in 6 quarters. The position peaked at $2.37M in Q2 2015. 170 funds tracked by Wall St. Rank hold SCHM as of Q3 2015.

Greenwood Capital Associates reported no remaining Schwab US Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
Greenwood Capital Associates sold 166,401 Schwab US Mid-Cap ETF shares in Q3 2015, an estimated $2.37M.
Greenwood Capital Associates first reported a position in Schwab US Mid-Cap ETF in Q1 2014 and held it in 6 quarters.
Greenwood Capital Associates's Schwab US Mid-Cap ETF position peaked at $2.37M in Q2 2015.
170 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2015.

Based on Greenwood Capital Associates's 13F filing for Q3 2015, filed 12 Nov 2015.