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

Ruggie Capital 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
2018
Q4 		– Sell
-1,413
Closed -$27K – 521
2018
Q3 		$27K Buy
1,413
+798
+130% +$15.2K 0.02% 166
2018
Q2 		$11K Sell
615
-2,664
-81% -$48.2K 0.01% 251
2018
Q1 		$58K Sell
3,279
-1,071
-25% -$19.2K 0.03% 138
2017
Q4 		$77K Sell
4,350
-1,467
-25% -$25.3K 0.05% 115
2017
Q3 		$97K Sell
5,817
-30
-0.5% -$488 0.06% 95
2017
Q2 		$94K Sell
5,847
-516
-8% -$8.2K 0.06% 99
2017
Q1 		$100K Buy
6,363
+399
+7% +$6.22K 0.07% 86
2016
Q4 		$90K Sell
5,964
-42
-0.7% -$615 0.1% 57
2016
Q3 		$87K Sell
6,006
-489
-8% -$7.07K 0.08% 67
2016
Q2 		$91K Buy
6,495
+180
+3% +$2.48K 0.08% 74
2016
Q1 		$85K Buy
+6,315
New +$79.7K 0.09% 65
2015
Q4 		– Sell
-6,267
Closed -$85K – 150
2015
Q3 		$85K Buy
6,267
+3,198
+104% +$44.4K 0.08% 58
2015
Q2 		$44K Buy
3,069
+1,866
+155% +$27K 0.04% 91
2015
Q1 		$17K Buy
1,203
+126
+12% +$1.76K 0.02% 115
2014
Q4 		$15K Buy
+1,077
New +$14.2K 0.01% 136

Other funds holding SCHM

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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

Ruggie Capital Group's SCHM Position: Q4 2018 in Review

Ruggie Capital Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2018, closing a stake of 1,413 shares — an estimated $27K sold.

Ruggie Capital Group first reported a position in SCHM in Q4 2014 and held it in 15 quarters. The position peaked at $100K in Q1 2017. 480 funds tracked by Wall St. Rank hold SCHM as of Q4 2018.

  • Ruggie Capital Group reported no remaining Schwab US Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Ruggie Capital Group sold 1,413 Schwab US Mid-Cap ETF shares in Q4 2018, an estimated $27K.
  • Ruggie Capital Group first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and held it in 15 quarters.
  • Ruggie Capital Group's Schwab US Mid-Cap ETF position peaked at $100K in Q1 2017.
  • 480 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2018.

Based on Ruggie Capital Group's 13F filing for Q4 2018, filed 31 Jan 2019.