MFW
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Mosaic Family Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mosaic Family 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
2017
Q4 		– Sell
-300
Closed -$5K – 882
2017
Q3 		$5K Buy
+300
New +$4.88K ﹤0.01% 718

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LWMT
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BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CCM
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RJFSA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Family Wealth's SCHM Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2017, closing a stake of 300 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in SCHM in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 373 funds tracked by Wall St. Rank hold SCHM as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 300 Schwab US Mid-Cap ETF shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Schwab US Mid-Cap ETF position peaked at $5K in Q3 2017.
  • 373 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.