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Rehmann Capital Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rehmann Capital Advisory 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
2019
Q3 		– Sell
-822
Closed -$15.6K – 2036
2019
Q2 		$15.6K Buy
822
+531
+182% +$9.93K ﹤0.01% 1212
2019
Q1 		$5.37K Buy
+291
New +$5.2K ﹤0.01% 1516
2018
Q4 		– Sell
-291
Closed -$5.61K – 2069
2018
Q3 		$5.61K Sell
291
-3,564
-92% -$67.9K ﹤0.01% 1532
2018
Q2 		$70.5K Buy
+3,855
New +$69.7K 0.01% 670

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rehmann Capital Advisory Group's SCHM Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2019, closing a stake of 822 shares — an estimated $15.6K sold.

Rehmann Capital Advisory Group first reported a position in SCHM in Q2 2018 and held it in 4 quarters. The position peaked at $70.5K in Q2 2018. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • Rehmann Capital Advisory Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 822 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $15.6K.
  • Rehmann Capital Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and held it in 4 quarters.
  • Rehmann Capital Advisory Group's Schwab US Mid-Cap ETF position peaked at $70.5K in Q2 2018.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.