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JOYN Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

JOYN Advisors’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
2018
Q3 		– Sell
-81
Closed -$1K – 1868
2018
Q2 		$1K Buy
+81
New +$1.47K ﹤0.01% 1643

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HSA
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LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

JOYN Advisors's SCHM Position: Q3 2018 in Review

JOYN Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2018, closing a stake of 81 shares — an estimated $1K sold.

JOYN Advisors first reported a position in SCHM in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 437 funds tracked by Wall St. Rank hold SCHM as of Q3 2018.

  • JOYN Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 81 Schwab US Mid-Cap ETF shares in Q3 2018, an estimated $1K.
  • JOYN Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and held it in 1 quarter.
  • JOYN Advisors's Schwab US Mid-Cap ETF position peaked at $1K in Q2 2018.
  • 437 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.