MWC
SCHM icon

MKD Wealth Coaches’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-1,674
Closed -$32K – 168
2019
Q2 		$32K Buy
1,674
+1,380
+469% +$25.8K 0.03% 110
2019
Q1 		$5K Buy
294
+3
+1% +$54 0.01% 154
2018
Q4 		$5K Buy
+291
New +$5.08K 0.01% 141

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MKD Wealth Coaches's SCHM Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2019, closing a stake of 1,674 shares — an estimated $32K sold.

MKD Wealth Coaches first reported a position in SCHM in Q4 2018 and held it in 3 quarters. The position peaked at $32K in Q2 2019. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Schwab US Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 1,674 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $32K.
  • MKD Wealth Coaches first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's Schwab US Mid-Cap ETF position peaked at $32K in Q2 2019.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.