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

Harvest Group 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
2019
Q4 		– Sell
-333
Closed -$6K – 1034
2019
Q3 		$6K Sell
333
-1,050
-76% -$19.8K 0.01% 374
2019
Q2 		$26K Sell
1,383
-522
-27% -$9.77K 0.03% 124
2019
Q1 		$35K Sell
1,905
-21,606
-92% -$386K 0.03% 110
2018
Q4 		$376K Sell
23,511
-684
-3% -$12K 0.49% 23
2018
Q3 		$466K Sell
24,195
-5,274
-18% -$100K 0.33% 22
2018
Q2 		$539K Hold
29,469
– – 0.37% 26
2018
Q1 		$519K Buy
29,469
+114
+0.4% +$2.05K 0.35% 28
2017
Q4 		$521K Buy
+29,355
New +$507K 0.32% 28

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Harvest Group Wealth Management's SCHM Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2019, closing a stake of 333 shares — an estimated $6K sold.

Harvest Group Wealth Management first reported a position in SCHM in Q4 2017 and held it in 8 quarters. The position peaked at $539K in Q2 2018. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 333 Schwab US Mid-Cap ETF shares in Q4 2019, an estimated $6K.
  • Harvest Group Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 8 quarters.
  • Harvest Group Wealth Management's Schwab US Mid-Cap ETF position peaked at $539K in Q2 2018.
  • 624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.