NMIS
SCHM icon

Northwestern Mutual Investment Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Northwestern Mutual Investment Services’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
2016
Q1 		– Sell
-105
Closed -$1K – 79
2015
Q4 		$1K Buy
+105
New +$1.43K ﹤0.01% 92

Other funds holding SCHM

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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

Northwestern Mutual Investment Services's SCHM Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2016, closing a stake of 105 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in SCHM in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 202 funds tracked by Wall St. Rank hold SCHM as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining Schwab US Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 105 Schwab US Mid-Cap ETF shares in Q1 2016, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Schwab US Mid-Cap ETF position peaked at $1K in Q4 2015.
  • 202 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.