Gupta Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gupta Wealth Management’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
2016 Q1	$311K	Buy	23,016 +9,705	+73%	+$122K	0.07%	188
2015 Q4	$178K	Sell	13,311 -116,088	-90%	-$1.58M	0.05%	261
2015 Q3	$1.68M	Buy	129,399 +33,501	+35%	+$465K	0.41%	58
2015 Q2	$1.36M	Buy	+95,898	New	+$1.39M	0.33%	68

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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

Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

Gupta Wealth Management's SCHM Position: Q1 2016 in Review

Gupta Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 73% in Q1 2016, buying an estimated $122K and bringing the position to 23,016 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #188.

Gupta Wealth Management first reported a position in SCHM in Q2 2015 and has held it in 4 quarters since. The position peaked at $1.68M in Q3 2015. 202 funds tracked by Wall St. Rank hold SCHM as of Q1 2016.

Gupta Wealth Management held 23,016 shares of Schwab US Mid-Cap ETF worth $311K as of Q1 2016.
Gupta Wealth Management bought 9,705 Schwab US Mid-Cap ETF shares in Q1 2016, an estimated $122K.
Schwab US Mid-Cap ETF made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #188 holding.
Gupta Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and has held it in 4 quarters since.
Gupta Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.68M in Q3 2015.
202 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.