KFS
SCHM icon

KMS Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

KMS Financial Services’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
2014
Q3 		$303K Buy
23,463
+2,514
+12% +$33.3K 0.04% 371
2014
Q2 		$281K Buy
+20,949
New +$270K 0.04% 402

Other funds holding SCHM

ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

KMS Financial Services's SCHM Position: Q3 2014 in Review

KMS Financial Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q3 2014, buying an estimated $33.3K and bringing the position to 23,463 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #371.

KMS Financial Services first reported a position in SCHM in Q2 2014 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold SCHM as of Q3 2014.

  • KMS Financial Services held 23,463 shares of Schwab US Mid-Cap ETF worth $303K as of Q3 2014.
  • KMS Financial Services bought 2,514 Schwab US Mid-Cap ETF shares in Q3 2014, an estimated $33.3K.
  • Schwab US Mid-Cap ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #371 holding.
  • KMS Financial Services first reported a position in Schwab US Mid-Cap ETF in Q2 2014 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.