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Guidant Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Guidant Wealth Advisors’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 		$236K Buy
12,495
+42
+0.3% +$794 0.09% 101
2019
Q2 		$237K Hold
12,453
– – 0.09% 101
2019
Q1 		$230K Buy
+12,453
New +$223K 0.09% 99

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

Guidant Wealth Advisors's SCHM Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.34% in Q3 2019, buying an estimated $794 and bringing the position to 12,495 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #101.

Guidant Wealth Advisors first reported a position in SCHM in Q1 2019 and has held it in 3 quarters since. The position peaked at $237K in Q2 2019. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • Guidant Wealth Advisors held 12,495 shares of Schwab US Mid-Cap ETF worth $236K as of Q3 2019.
  • Guidant Wealth Advisors bought 42 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $794.
  • Schwab US Mid-Cap ETF made up 0.09% of Guidant Wealth Advisors's portfolio in Q3 2019, its #101 holding.
  • Guidant Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $237K in Q2 2019.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.