PSUF
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People's United Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

People's United Financial’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
-12,678
Closed -$225K – 749
2017
Q4 		$225K Buy
+12,678
New +$219K 0.01% 685
2017
Q3 		– Sell
-11,478
Closed -$184K – 845
2017
Q2 		$184K Buy
11,478
+1,404
+14% +$22.3K 0.01% 620
2017
Q1 		$159K Buy
10,074
+468
+5% +$7.29K 0.01% 611
2016
Q4 		$145K Buy
9,606
+1,950
+25% +$28.5K 0.01% 590
2016
Q3 		$111K Buy
7,656
+600
+9% +$8.68K 0.01% 469
2016
Q2 		$99K Buy
+7,056
New +$97.2K 0.01% 476

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 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $38.8B AUM 21.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

People's United Financial's SCHM Position: Q1 2018 in Review

People's United Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2018, closing a stake of 12,678 shares — an estimated $225K sold.

People's United Financial first reported a position in SCHM in Q2 2016 and held it in 6 quarters. The position peaked at $225K in Q4 2017. 389 funds tracked by Wall St. Rank hold SCHM as of Q1 2018.

  • People's United Financial reported no remaining Schwab US Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • People's United Financial sold 12,678 Schwab US Mid-Cap ETF shares in Q1 2018, an estimated $225K.
  • People's United Financial first reported a position in Schwab US Mid-Cap ETF in Q2 2016 and held it in 6 quarters.
  • People's United Financial's Schwab US Mid-Cap ETF position peaked at $225K in Q4 2017.
  • 389 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2018.

Based on People's United Financial's 13F filing for Q1 2018, filed 15 May 2018.