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Permanens Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Permanens Capital’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
2020
Q2 		– Sell
-1,989
Closed -$28K – 124
2020
Q1 		$28K Sell
1,989
-1,050
-35% -$19.2K 0.01% 74
2019
Q4 		$61K Sell
3,039
-1,050
-26% -$20.3K 0.02% 73
2019
Q3 		$77K Hold
4,089
– – 0.02% 48
2019
Q2 		$78K Buy
4,089
+450
+12% +$8.42K 0.02% 46
2019
Q1 		$67K Buy
+3,639
New +$65K 0.02% 42

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Permanens Capital's SCHM Position: Q2 2020 in Review

Permanens Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 1,989 shares — an estimated $28K sold.

Permanens Capital first reported a position in SCHM in Q1 2019 and held it in 5 quarters. The position peaked at $78K in Q2 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Permanens Capital reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Permanens Capital sold 1,989 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $28K.
  • Permanens Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 5 quarters.
  • Permanens Capital's Schwab US Mid-Cap ETF position peaked at $78K in Q2 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Permanens Capital's 13F filing for Q2 2020, filed 13 Aug 2020.