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Investment Centers of America’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-84,087
Closed -$1.41M – 401
2017
Q3 		$1.41M Sell
84,087
-5,511
-6% -$89.6K 0.1% 176
2017
Q2 		$1.44M Sell
89,598
-2,748
-3% -$43.7K 0.11% 169
2017
Q1 		$1.46M Buy
92,346
+19,041
+26% +$297K 0.11% 170
2016
Q4 		$1.11M Buy
73,305
+7,686
+12% +$112K 0.09% 194
2016
Q3 		$949K Buy
+65,619
New +$949K 0.1% 186

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 17.19% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Centers of America's SCHM Position: Q4 2017 in Review

Investment Centers of America sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2017, closing a stake of 84,087 shares — an estimated $1.41M sold.

Investment Centers of America first reported a position in SCHM in Q3 2016 and held it in 5 quarters. The position peaked at $1.46M in Q1 2017. 373 funds tracked by Wall St. Rank hold SCHM as of Q4 2017.

  • Investment Centers of America reported no remaining Schwab US Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 84,087 Schwab US Mid-Cap ETF shares in Q4 2017, an estimated $1.41M.
  • Investment Centers of America first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and held it in 5 quarters.
  • Investment Centers of America's Schwab US Mid-Cap ETF position peaked at $1.46M in Q1 2017.
  • 373 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.