Parallax Volatility Advisers
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Parallax Volatility Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Parallax Volatility Advisers’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
Q3 		– Sell
-3
Closed – – 3303
2019
Q2 		$0 Hold
3
– – ﹤0.01% 3577
2019
Q1 		$0 Sell
3
-180
-98% -$3.22K ﹤0.01% 3857
2018
Q4 		$3K Buy
183
+180
+6,000% +$3.15K ﹤0.01% 2647
2018
Q3 		$0 Hold
3
– – ﹤0.01% 3447
2018
Q2 		$0 Sell
3
-930
-100% -$16.8K ﹤0.01% 3142
2018
Q1 		$16K Buy
933
+930
+31,000% +$16.7K ﹤0.01% 1745
2017
Q4 		$0 Hold
3
– – ﹤0.01% 4782
2017
Q3 		$0 Hold
3
– – ﹤0.01% 3100
2017
Q2 		$0 Hold
3
– – ﹤0.01% 3714
2017
Q1 		$0 Hold
3
– – ﹤0.01% 4502
2016
Q4 		$0 Hold
3
– – ﹤0.01% 3991
2016
Q3 		$0 Hold
3
– – ﹤0.01% 3779
2016
Q2 		$0 Hold
3
– – ﹤0.01% 3395
2016
Q1 		$0 Hold
3
– – ﹤0.01% 3506
2015
Q4 		$0 Hold
3
– – ﹤0.01% 3742
2015
Q3 		$0 Hold
3
– – ﹤0.01% 3955
2015
Q2 		$0 Hold
3
– – ﹤0.01% 4738
2015
Q1 		$0 Hold
3
– – ﹤0.01% 5370
2014
Q4 		$0 Buy
+3
New +$40 ﹤0.01% 5732

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parallax Volatility Advisers's SCHM Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2019, closing a stake of 3 shares.

Parallax Volatility Advisers first reported a position in SCHM in Q4 2014 and held it in 19 quarters. The position peaked at $16K in Q1 2018. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining Schwab US Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 3 Schwab US Mid-Cap ETF shares in Q3 2019.
  • Parallax Volatility Advisers first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's Schwab US Mid-Cap ETF position peaked at $16K in Q1 2018.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.