JWM
SCHM icon

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

Jacobus 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
2017
Q3 		$270K Sell
16,158
-30
-0.2% -$488 0.07% 143
2017
Q2 		$260K Buy
16,188
+1,263
+8% +$20.1K 0.07% 142
2017
Q1 		$235K Buy
14,925
+1,533
+11% +$23.9K 0.07% 143
2016
Q4 		$202K Buy
+13,392
New +$196K 0.06% 153

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Jacobus Wealth Management's SCHM Position: Q3 2017 in Review

Jacobus Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.19% in Q3 2017, selling an estimated $488 and leaving 16,158 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #143.

Jacobus Wealth Management first reported a position in SCHM in Q4 2016 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold SCHM as of Q3 2017.

  • Jacobus Wealth Management held 16,158 shares of Schwab US Mid-Cap ETF worth $270K as of Q3 2017.
  • Jacobus Wealth Management sold 30 Schwab US Mid-Cap ETF shares in Q3 2017, an estimated $488.
  • Schwab US Mid-Cap ETF made up 0.07% of Jacobus Wealth Management's portfolio in Q3 2017, its #143 holding.
  • Jacobus Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 4 quarters since.
  • 307 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.