Managed Account Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Managed Account Advisors’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 Q2	$125K	Buy	+8,790	New	+$127K	﹤0.01%	2573

Other funds holding SCHM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Managed Account Advisors's SCHM Position: Q2 2015 in Review

Managed Account Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2015: 8,790 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #2573 among its holdings.

167 funds tracked by Wall St. Rank hold SCHM as of Q2 2015.

Managed Account Advisors held 8,790 shares of Schwab US Mid-Cap ETF worth $125K as of Q2 2015.
Schwab US Mid-Cap ETF was a new Managed Account Advisors position in Q2 2015.
Schwab US Mid-Cap ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2573 holding.
167 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.