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Hayden Royal’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hayden Royal’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
Q1 		– Sell
-38,970
Closed -$623K – 197
2018
Q4 		$623K Buy
+38,970
New +$681K 0.32% 72

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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Hayden Royal's SCHM Position: Q1 2019 in Review

Hayden Royal sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2019, closing a stake of 38,970 shares — an estimated $623K sold.

Hayden Royal first reported a position in SCHM in Q4 2018 and held it in 1 quarter. The position peaked at $623K in Q4 2018. 528 funds tracked by Wall St. Rank hold SCHM as of Q1 2019.

  • Hayden Royal reported no remaining Schwab US Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Hayden Royal sold 38,970 Schwab US Mid-Cap ETF shares in Q1 2019, an estimated $623K.
  • Hayden Royal first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Hayden Royal's Schwab US Mid-Cap ETF position peaked at $623K in Q4 2018.
  • 528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2019.

Based on Hayden Royal's 13F filing for Q1 2019, filed 8 Apr 2019.