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Mountain Capital Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mountain Capital Investment 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
2019
Q4 		– Sell
-434,991
Closed -$8.2M – 53
2019
Q3 		$8.2M Buy
434,991
+16,323
+4% +$308K 7.25% 5
2019
Q2 		$7.8M Buy
418,668
+37,110
+10% +$694K 7.33% 3
2019
Q1 		$7.04M Sell
381,558
-1,653
-0.4% -$29.5K 7.58% 3
2018
Q4 		$6.12M Buy
383,211
+504
+0.1% +$8.81K 8.51% 3
2018
Q3 		$7.38M Buy
382,707
+26,745
+8% +$510K 7.14% 5
2018
Q2 		$6.51M Buy
355,962
+9,390
+3% +$170K 6.36% 3
2018
Q1 		$6.11M Sell
346,572
-110,415
-24% -$1.98M 6.63% 3
2017
Q4 		$8.12M Sell
456,987
-27,132
-6% -$468K 7.83% 3
2017
Q3 		$8.09M Sell
484,119
-62,637
-11% -$1.02M 7.18% 3
2017
Q2 		$8.78M Buy
+546,756
New +$8.69M 8.59% 3

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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Mountain Capital Investment Advisors's SCHM Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2019, closing a stake of 434,991 shares — an estimated $8.2M sold.

Mountain Capital Investment Advisors first reported a position in SCHM in Q2 2017 and held it in 10 quarters. The position peaked at $8.78M in Q2 2017. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

  • Mountain Capital Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 434,991 Schwab US Mid-Cap ETF shares in Q4 2019, an estimated $8.2M.
  • Mountain Capital Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 10 quarters.
  • Mountain Capital Investment Advisors's Schwab US Mid-Cap ETF position peaked at $8.78M in Q2 2017.
  • 624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.