QCMC
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Quantum Capital Management (California)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quantum Capital Management (California)’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
Q3 		$18K Hold
975
– – 0.02% 199
2020
Q2 		$17K Hold
975
– – 0.01% 272
2020
Q1 		$14K Hold
975
– – 0.01% 278
2019
Q4 		$20K Hold
975
– – 0.01% 291
2019
Q3 		$18K Buy
+975
New +$18.4K 0.01% 297

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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Quantum Capital Management (California)'s SCHM Position: Q3 2020 in Review

Quantum Capital Management (California) held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2020 at 975 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #199.

Quantum Capital Management (California) first reported a position in SCHM in Q3 2019 and has held it in 5 quarters since. The position peaked at $20K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • Quantum Capital Management (California) held 975 shares of Schwab US Mid-Cap ETF worth $18K as of Q3 2020.
  • Quantum Capital Management (California) left its Schwab US Mid-Cap ETF share count unchanged in Q3 2020.
  • Schwab US Mid-Cap ETF made up 0.02% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #199 holding.
  • Quantum Capital Management (California) first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 5 quarters since.
  • Quantum Capital Management (California)'s Schwab US Mid-Cap ETF position peaked at $20K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.