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PSI Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

PSI Advisors’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
Q1 		– Sell
-660
Closed -$13K – 498
2019
Q4 		$13K Buy
+660
New +$12.8K 0.01% 434

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

PSI Advisors's SCHM Position: Q1 2020 in Review

PSI Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 660 shares — an estimated $13K sold.

PSI Advisors first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • PSI Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • PSI Advisors sold 660 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $13K.
  • PSI Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • PSI Advisors's Schwab US Mid-Cap ETF position peaked at $13K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.