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Integrated Investment Consultants’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Integrated Investment Consultants’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
Q2 		– Sell
-38,700
Closed -$544K – 175
2020
Q1 		$544K Sell
38,700
-15,000
-28% -$275K 0.32% 55
2019
Q4 		$1.08M Hold
53,700
– – 0.45% 44
2019
Q3 		$1.01M Hold
53,700
– – 0.52% 40
2019
Q2 		$1.02M Hold
53,700
– – 0.52% 38
2019
Q1 		$991K Hold
53,700
– – 0.53% 38
2018
Q4 		$858K Buy
+53,700
New +$938K 0.46% 38

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Financial Engines Advisors
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SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Integrated Investment Consultants's SCHM Position: Q2 2020 in Review

Integrated Investment Consultants sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 38,700 shares — an estimated $544K sold.

Integrated Investment Consultants first reported a position in SCHM in Q4 2018 and held it in 6 quarters. The position peaked at $1.08M in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Integrated Investment Consultants reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Integrated Investment Consultants sold 38,700 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $544K.
  • Integrated Investment Consultants first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
  • Integrated Investment Consultants's Schwab US Mid-Cap ETF position peaked at $1.08M in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Integrated Investment Consultants's 13F filing for Q2 2020, filed 4 Aug 2020.