MYCIO Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-9,420	Closed	-$189K	–	325
2019 Q4	$189K	Buy	9,420 +69	+0.7%	+$1.34K	0.01%	329
2019 Q3	$176K	Sell	9,351 -30	-0.3%	-$567	0.01%	302
2019 Q2	$179K	Buy	+9,381	New	+$175K	0.01%	295
2018 Q4	–	Sell	-10,623	Closed	-$205K	–	303
2018 Q3	$205K	Buy	+10,623	New	+$202K	0.02%	267
2016 Q2	–	Sell	-300	Closed	-$4K	–	1154
2016 Q1	$4K	Hold	300	–	–	﹤0.01%	634
2015 Q4	$4K	Hold	300	–	–	﹤0.01%	632
2015 Q3	$4K	Hold	300	–	–	﹤0.01%	690
2015 Q2	$4K	Hold	300	–	–	﹤0.01%	609
2015 Q1	$4K	Buy	+300	New	+$4.18K	﹤0.01%	566

Other funds holding SCHM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MYCIO Wealth Partners's SCHM Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 9,420 shares — an estimated $189K sold.

MYCIO Wealth Partners first reported a position in SCHM in Q1 2015 and held it in 9 quarters. The position peaked at $205K in Q3 2018. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

MYCIO Wealth Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 9,420 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $189K.
MYCIO Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and held it in 9 quarters.
MYCIO Wealth Partners's Schwab US Mid-Cap ETF position peaked at $205K in Q3 2018.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.