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National Planning Corporation’s Schwab US Mid-Cap ETF SCHM Stock Holding History

National Planning Corporation’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
2018
Q1 		– Sell
-153
Closed -$2.72K – 34
2017
Q4 		$2.72K Sell
153
-52,896
-100% -$913K 0.37% 40
2017
Q3 		$886K Buy
53,049
+5,265
+11% +$85.6K 0.07% 251
2017
Q2 		$772K Buy
+47,784
New +$759K 0.06% 303

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

National Planning Corporation's SCHM Position: Q1 2018 in Review

National Planning Corporation sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2018, closing a stake of 153 shares — an estimated $2.72K sold.

National Planning Corporation first reported a position in SCHM in Q2 2017 and held it in 3 quarters. The position peaked at $886K in Q3 2017. 389 funds tracked by Wall St. Rank hold SCHM as of Q1 2018.

  • National Planning Corporation reported no remaining Schwab US Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • National Planning Corporation sold 153 Schwab US Mid-Cap ETF shares in Q1 2018, an estimated $2.72K.
  • National Planning Corporation first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 3 quarters.
  • National Planning Corporation's Schwab US Mid-Cap ETF position peaked at $886K in Q3 2017.
  • 389 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.