Manulife (Manufacturers Life Insurance)
SCHM icon

Manulife (Manufacturers Life Insurance)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Manulife (Manufacturers Life Insurance)’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
-63,096
Closed -$1.22M – 2771
2018
Q3 		$1.22M Sell
63,096
-54,504
-46% -$1.04M ﹤0.01% 1685
2018
Q2 		$2.15M Buy
117,600
+17,967
+18% +$325K ﹤0.01% 1472
2018
Q1 		$1.76M Buy
99,633
+78,975
+382% +$1.42M ﹤0.01% 1537
2017
Q4 		$367K Buy
20,658
+8,772
+74% +$151K ﹤0.01% 2536
2017
Q3 		$199K Buy
11,886
+5,235
+79% +$85.1K ﹤0.01% 2985
2017
Q2 		$107K Buy
+6,651
New +$106K ﹤0.01% 3340

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 17.19% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Manulife (Manufacturers Life Insurance)'s SCHM Position: Q4 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 63,096 shares — an estimated $1.22M sold.

Manulife (Manufacturers Life Insurance) first reported a position in SCHM in Q2 2017 and held it in 6 quarters. The position peaked at $2.15M in Q2 2018. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • Manulife (Manufacturers Life Insurance) reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 63,096 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $1.22M.
  • Manulife (Manufacturers Life Insurance) first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 6 quarters.
  • Manulife (Manufacturers Life Insurance)'s Schwab US Mid-Cap ETF position peaked at $2.15M in Q2 2018.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2018, filed 14 Feb 2019.