Marietta Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Marietta Wealth Management’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 Q2	–	Sell	-19,140	Closed	-$353K	–	114
2019 Q1	$353K	Sell	19,140 -21,249	-53%	-$380K	0.15%	101
2018 Q4	$645K	Buy	40,389 +23,775	+143%	+$415K	0.31%	80
2018 Q3	$320K	Sell	16,614 -255	-2%	-$4.86K	0.14%	113
2018 Q2	$309K	Buy	16,869 +4,212	+33%	+$76.2K	0.15%	111
2018 Q1	$223K	Buy	+12,657	New	+$227K	0.12%	113
2017 Q2	–	Sell	-12,726	Closed	-$201K	–	117
2017 Q1	$201K	Buy	+12,726	New	+$198K	0.13%	108

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SWM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LWMT

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMT

First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marietta Wealth Management's SCHM Position: Q2 2019 in Review

Marietta Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2019, closing a stake of 19,140 shares — an estimated $353K sold.

Marietta Wealth Management first reported a position in SCHM in Q1 2017 and held it in 6 quarters. The position peaked at $645K in Q4 2018. 540 funds tracked by Wall St. Rank hold SCHM as of Q2 2019.

Marietta Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Marietta Wealth Management sold 19,140 Schwab US Mid-Cap ETF shares in Q2 2019, an estimated $353K.
Marietta Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and held it in 6 quarters.
Marietta Wealth Management's Schwab US Mid-Cap ETF position peaked at $645K in Q4 2018.
540 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2019.

Based on Marietta Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.