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

Realta Investment 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
-6,603
Closed -$129K – 1187
2019
Q4 		$129K Buy
6,603
+18
+0.3% +$349 0.04% 438
2019
Q3 		$124K Sell
6,585
-384
-6% -$7.25K 0.03% 443
2019
Q2 		$134K Buy
+6,969
New +$130K 0.04% 427

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SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
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
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

Realta Investment Advisors's SCHM Position: Q1 2020 in Review

Realta Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 6,603 shares — an estimated $129K sold.

Realta Investment Advisors first reported a position in SCHM in Q2 2019 and held it in 3 quarters. The position peaked at $134K in Q2 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Realta Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 6,603 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $129K.
  • Realta Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Schwab US Mid-Cap ETF position peaked at $134K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.