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P.J. Schmidt Investment Management (PJS)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$594K Buy
7,692
+695
+10% +$49.9K 0.09% 116
2026
Q1 		$492K Buy
6,997
+400
+6% +$29.5K 0.08% 122
2025
Q4 		$490K Buy
6,597
+65
+1% +$4.68K 0.08% 126
2025
Q3 		$437K Buy
6,532
+69
+1% +$4.46K 0.07% 140
2025
Q2 		$413K Buy
6,463
+677
+12% +$43.1K 0.07% 145
2025
Q1 		$395K Sell
5,786
-7
-0.1% -$481 0.07% 130
2024
Q4 		$379K Sell
5,793
-180
-3% -$12.5K 0.07% 133
2024
Q3 		$435K Sell
5,973
-114
-2% -$8.16K 0.08% 125
2024
Q2 		$418K Buy
6,087
+189
+3% +$12.8K 0.08% 124
2024
Q1 		$412K Sell
5,898
-265
-4% -$17.9K 0.08% 127
2023
Q4 		$405K Buy
6,163
+1,808
+42% +$110K 0.08% 123
2023
Q3 		$262K Buy
4,355
+95
+2% +$5.97K 0.06% 147
2023
Q2 		$274K Hold
4,260
– – 0.05% 145
2023
Q1 		$268K Sell
4,260
-204
-5% -$12.7K 0.06% 151
2022
Q4 		$286K Buy
4,464
+40
+0.9% +$2.5K 0.06% 142
2022
Q3 		$264K Buy
4,424
+173
+4% +$10.6K 0.06% 151
2022
Q2 		$263K Sell
4,251
-90
-2% -$5.59K 0.06% 152
2022
Q1 		$268K Buy
4,341
+1,026
+31% +$65.3K 0.06% 156
2021
Q4 		$210K Buy
+3,315
New +$218K 0.04% 169
2019
Q4 		– Sell
-15,001
Closed -$651K – 134
2019
Q3 		$651K Sell
15,001
-414
-3% -$18.3K 0.18% 85
2019
Q2 		$694K Buy
15,415
+406
+3% +$17.7K 0.2% 82
2019
Q1 		$668K Buy
15,009
+437
+3% +$19.1K 0.2% 87
2018
Q4 		$602K Sell
14,572
-205
-1% -$9.01K 0.2% 84
2018
Q3 		$691K Buy
14,777
+360
+2% +$16K 0.2% 84
2018
Q2 		$595K Buy
14,417
+396
+3% +$16.1K 0.17% 88
2018
Q1 		$558K Buy
14,021
+1,266
+10% +$52.4K 0.16% 87
2017
Q4 		$510K Sell
12,755
-24
-0.2% -$956 0.14% 91
2017
Q3 		$505K Buy
12,779
+166
+1% +$6.42K 0.15% 94
2017
Q2 		$483K Buy
12,613
+1,813
+17% +$66.5K 0.15% 92
2017
Q1 		$386K Buy
10,800
+1,441
+15% +$50.4K 0.14% 100
2016
Q4 		$308K Buy
9,359
+596
+7% +$19.7K 0.11% 110
2016
Q3 		$302K Buy
+8,763
New +$306K 0.11% 112

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s FHLC Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 9.9% in Q2 2026, buying an estimated $49.9K and bringing the position to 7,692 shares worth $594K. The position accounts for 0.09% of the portfolio, ranked #116.

P.J. Schmidt Investment Management (PJS) first reported a position in FHLC in Q3 2016 and has held it in 32 quarters since. The position peaked at $694K in Q2 2019. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 7,692 shares of Fidelity MSCI Health Care Index ETF worth $594K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 695 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $49.9K.
  • Fidelity MSCI Health Care Index ETF made up 0.09% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #116 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2016 and has held it in 32 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Fidelity MSCI Health Care Index ETF position peaked at $694K in Q2 2019.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.