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MA Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MA Private Wealth’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
2020
Q1 		– Sell
-14,313
Closed -$287K – 86
2019
Q4 		$287K Buy
+14,313
New +$277K 0.09% 57

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SWM
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LWMT
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MA Private Wealth's SCHM Position: Q1 2020 in Review

MA Private Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 14,313 shares — an estimated $287K sold.

MA Private Wealth first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $287K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • MA Private Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • MA Private Wealth sold 14,313 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $287K.
  • MA Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • MA Private Wealth's Schwab US Mid-Cap ETF position peaked at $287K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on MA Private Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.