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PFS Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

PFS Investments’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
Q4 		– Sell
-1,450,647
Closed -$27.3M – 249
2019
Q3 		$27.3M Buy
+1,450,647
New +$27.4M 1.17% 30

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

PFS Investments's SCHM Position: Q4 2019 in Review

PFS Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2019, closing a stake of 1,450,647 shares — an estimated $27.3M sold.

PFS Investments first reported a position in SCHM in Q3 2019 and held it in 1 quarter. The position peaked at $27.3M in Q3 2019. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

  • PFS Investments reported no remaining Schwab US Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • PFS Investments sold 1,450,647 Schwab US Mid-Cap ETF shares in Q4 2019, an estimated $27.3M.
  • PFS Investments first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 1 quarter.
  • PFS Investments's Schwab US Mid-Cap ETF position peaked at $27.3M in Q3 2019.
  • 624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on PFS Investments's 13F filing for Q4 2019, filed 12 Feb 2020.