IWMPD
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Integrated Wealth Management (Palm Desert)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017
Q1 		$583K Buy
36,933
+4,521
+14% +$70.5K 0.2% 124
2016
Q4 		$488K Buy
32,412
+13,629
+73% +$199K 0.18% 133
2016
Q3 		$272K Buy
18,783
+1,665
+10% +$24.1K 0.1% 171
2016
Q2 		$240K Buy
17,118
+9,669
+130% +$133K 0.09% 192
2016
Q1 		$101K Buy
7,449
+5,589
+300% +$70.5K 0.04% 285
2015
Q4 		$25K Buy
1,860
+3
+0.2% +$41 0.01% 537
2015
Q3 		$24K Buy
1,857
+138
+8% +$1.92K 0.01% 531
2015
Q2 		$24K Buy
1,719
+720
+72% +$10.4K 0.01% 557
2015
Q1 		$14K Buy
+999
New +$13.9K 0.01% 683

Other funds holding SCHM

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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SCHM Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Schwab US Mid-Cap ETF (SCHM) stake by 14% in Q1 2017, buying an estimated $70.5K and bringing the position to 36,933 shares worth $583K. The position accounts for 0.2% of the portfolio, ranked #124.

Integrated Wealth Management (Palm Desert) first reported a position in SCHM in Q1 2015 and has held it in 9 quarters since. 269 funds tracked by Wall St. Rank hold SCHM as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 36,933 shares of Schwab US Mid-Cap ETF worth $583K as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) bought 4,521 Schwab US Mid-Cap ETF shares in Q1 2017, an estimated $70.5K.
  • Schwab US Mid-Cap ETF made up 0.2% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #124 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 9 quarters since.
  • 269 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.