PCM
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Pointe Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pointe Capital Management’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
2017
Q1 		– Sell
-55,707
Closed -$838K – 216
2016
Q4 		$838K Buy
+55,707
New +$815K 0.48% 47

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LWMT
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SHJ
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HSA
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BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Pointe Capital Management's SCHM Position: Q1 2017 in Review

Pointe Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2017, closing a stake of 55,707 shares — an estimated $838K sold.

Pointe Capital Management first reported a position in SCHM in Q4 2016 and held it in 1 quarter. The position peaked at $838K in Q4 2016. 269 funds tracked by Wall St. Rank hold SCHM as of Q1 2017.

  • Pointe Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 55,707 Schwab US Mid-Cap ETF shares in Q1 2017, an estimated $838K.
  • Pointe Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's Schwab US Mid-Cap ETF position peaked at $838K in Q4 2016.
  • 269 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.