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Horizon Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Horizon Investments’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
-3,675,564
Closed -$69.3M – 524
2019
Q3 		$69.3M Buy
+3,675,564
New +$69.4M 2.81% 11

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LWMT
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Northwestern Mutual Wealth Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Horizon Investments's SCHM Position: Q4 2019 in Review

Horizon Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2019, closing a stake of 3,675,564 shares — an estimated $69.3M sold.

Horizon Investments first reported a position in SCHM in Q3 2019 and held it in 1 quarter. The position peaked at $69.3M in Q3 2019. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

  • Horizon Investments reported no remaining Schwab US Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Horizon Investments sold 3,675,564 Schwab US Mid-Cap ETF shares in Q4 2019, an estimated $69.3M.
  • Horizon Investments first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 1 quarter.
  • Horizon Investments's Schwab US Mid-Cap ETF position peaked at $69.3M in Q3 2019.
  • 624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on Horizon Investments's 13F filing for Q4 2019, filed 14 Feb 2020.