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Live Your Vision’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Live Your Vision’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
2019
Q1 		$2.68M Buy
140,007
+9,123
+7% +$163K 0.81% 27
2018
Q4 		$2.22M Buy
130,884
+72,780
+125% +$1.27M 0.74% 26
2018
Q3 		$1.12M Buy
58,104
+99
+0.2% +$1.89K 0.36% 35
2018
Q2 		$1.08M Sell
58,005
-288
-0.5% -$5.21K 0.36% 35
2018
Q1 		$1.04M Sell
58,293
-8,613
-13% -$155K 0.35% 35
2017
Q4 		$1.23M Sell
66,906
-29,973
-31% -$517K 0.41% 31
2017
Q3 		$1.62M Buy
96,879
+120
+0.1% +$1.95K 0.58% 30
2017
Q2 		$1.58M Buy
96,759
+3,372
+4% +$53.6K 0.59% 29
2017
Q1 		$1.47M Buy
93,387
+2,868
+3% +$44.7K 0.58% 30
2016
Q4 		$1.36M Sell
90,519
-11,775
-12% -$172K 0.58% 34
2016
Q3 		$1.48M Buy
102,294
+3,615
+4% +$52.3K 0.63% 33
2016
Q2 		$1.38M Buy
98,679
+2,427
+3% +$33.5K 0.63% 35
2016
Q1 		$1.3M Buy
96,252
+2,784
+3% +$35.1K 0.62% 33
2015
Q4 		$1.25M Buy
93,468
+4,629
+5% +$62.9K 0.6% 38
2015
Q3 		$1.15M Buy
88,839
+12,603
+17% +$175K 0.54% 34
2015
Q2 		$1.09M Sell
76,236
-28,854
-27% -$418K 0.51% 33
2015
Q1 		$1.51M Buy
105,090
+3,666
+4% +$51.1K 0.72% 29
2014
Q4 		$1.36M Sell
101,424
-1,695
-2% -$22.3K 0.68% 29
2014
Q3 		$1.28M Sell
103,119
-3,048
-3% -$40.4K 0.68% 27
2014
Q2 		$1.42M Buy
106,167
+12,270
+13% +$158K 0.75% 26
2014
Q1 		$1.21M Buy
93,897
+17,817
+23% +$225K 0.64% 25
2013
Q4 		$950K Buy
76,080
+8,550
+13% +$103K 0.52% 24
2013
Q3 		$779K Buy
67,530
+2,967
+5% +$33.5K 0.45% 24
2013
Q2 		$712K Buy
+64,563
New +$688K 0.43% 22

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Live Your Vision's SCHM Position: Q1 2019 in Review

Live Your Vision increased its Schwab US Mid-Cap ETF (SCHM) stake by 7% in Q1 2019, buying an estimated $163K and bringing the position to 140,007 shares worth $2.68M. The position accounts for 0.81% of the portfolio, ranked #27.

Live Your Vision first reported a position in SCHM in Q2 2013 and has held it in 24 quarters since. 528 funds tracked by Wall St. Rank hold SCHM as of Q1 2019.

  • Live Your Vision held 140,007 shares of Schwab US Mid-Cap ETF worth $2.68M as of Q1 2019.
  • Live Your Vision bought 9,123 Schwab US Mid-Cap ETF shares in Q1 2019, an estimated $163K.
  • Schwab US Mid-Cap ETF made up 0.81% of Live Your Vision's portfolio in Q1 2019, its #27 holding.
  • Live Your Vision first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 24 quarters since.
  • 528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.