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Rovin Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rovin Capital’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 		– Sell
-13,344
Closed -$234K – 38
2020
Q2 		$234K Sell
13,344
-882
-6% -$14.4K 0.24% 30
2020
Q1 		$224K Sell
14,226
-607,752
-98% -$11.1M 0.23% 33
2019
Q4 		$12.5M Buy
+621,978
New +$12M 10.79% 3

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Rovin Capital's SCHM Position: Q3 2020 in Review

Rovin Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 13,344 shares — an estimated $234K sold.

Rovin Capital first reported a position in SCHM in Q4 2019 and held it in 3 quarters. The position peaked at $12.5M in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • Rovin Capital reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Rovin Capital sold 13,344 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $234K.
  • Rovin Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 3 quarters.
  • Rovin Capital's Schwab US Mid-Cap ETF position peaked at $12.5M in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Rovin Capital's 13F filing for Q3 2020, filed 19 Oct 2020.