KCM
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Karp Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Karp Capital 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
2015
Q1 		– Sell
-900
Closed -$12K – 381
2014
Q4 		$12K Buy
+900
New +$11.9K 0.01% 271

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SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Karp Capital Management's SCHM Position: Q1 2015 in Review

Karp Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2015, closing a stake of 900 shares — an estimated $12K sold.

Karp Capital Management first reported a position in SCHM in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 156 funds tracked by Wall St. Rank hold SCHM as of Q1 2015.

  • Karp Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Karp Capital Management sold 900 Schwab US Mid-Cap ETF shares in Q1 2015, an estimated $12K.
  • Karp Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and held it in 1 quarter.
  • Karp Capital Management's Schwab US Mid-Cap ETF position peaked at $12K in Q4 2014.
  • 156 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2015.

Based on Karp Capital Management's 13F filing for Q1 2015, filed 27 Apr 2015.