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

Institute for 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
2020
Q1 		– Sell
-189
Closed -$4K – 627
2019
Q4 		$4K Buy
+189
New +$3.66K ﹤0.01% 651

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Institute for Wealth Management's SCHM Position: Q1 2020 in Review

Institute for Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 189 shares — an estimated $4K sold.

Institute for Wealth Management first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Institute for Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 189 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $4K.
  • Institute for Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Schwab US Mid-Cap ETF position peaked at $4K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.