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Princeton Portfolio Strategies Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Princeton Portfolio Strategies Group’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
Q2 		– Sell
-18,708
Closed -$295K – 181
2017
Q1 		$295K Buy
18,708
+54
+0.3% +$842 0.09% 147
2016
Q4 		$281K Buy
18,654
+477
+3% +$6.98K 0.09% 132
2016
Q3 		$264K Buy
+18,177
New +$263K 0.08% 129

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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Princeton Portfolio Strategies Group's SCHM Position: Q2 2017 in Review

Princeton Portfolio Strategies Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2017, closing a stake of 18,708 shares — an estimated $295K sold.

Princeton Portfolio Strategies Group first reported a position in SCHM in Q3 2016 and held it in 3 quarters. The position peaked at $295K in Q1 2017. 286 funds tracked by Wall St. Rank hold SCHM as of Q2 2017.

  • Princeton Portfolio Strategies Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 18,708 Schwab US Mid-Cap ETF shares in Q2 2017, an estimated $295K.
  • Princeton Portfolio Strategies Group first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and held it in 3 quarters.
  • Princeton Portfolio Strategies Group's Schwab US Mid-Cap ETF position peaked at $295K in Q1 2017.
  • 286 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2017.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2017, filed 15 Aug 2017.