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Lee Financial Group Hawaii’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lee Financial Group Hawaii’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
Q4 		– Sell
-150,687
Closed -$2.9M – 34
2018
Q3 		$2.9M Sell
150,687
-3,981
-3% -$75.8K 2.58% 14
2018
Q2 		$2.83M Buy
154,668
+984
+0.6% +$17.8K 2.62% 16
2018
Q1 		$2.71M Sell
153,684
-3,114
-2% -$55.9K 2.61% 13
2017
Q4 		$2.78M Buy
+156,798
New +$2.71M 2.59% 13

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AB
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HSA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Lee Financial Group Hawaii's SCHM Position: Q4 2018 in Review

Lee Financial Group Hawaii sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 150,687 shares — an estimated $2.9M sold.

Lee Financial Group Hawaii first reported a position in SCHM in Q4 2017 and held it in 4 quarters. The position peaked at $2.9M in Q3 2018. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • Lee Financial Group Hawaii reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 150,687 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $2.9M.
  • Lee Financial Group Hawaii first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
  • Lee Financial Group Hawaii's Schwab US Mid-Cap ETF position peaked at $2.9M in Q3 2018.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2018, filed 29 Jan 2019.