SWM
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Segment Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Segment Wealth Management’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
Q2 		– Sell
-15,600
Closed -$219K – 206
2020
Q1 		$219K Sell
15,600
-249
-2% -$4.56K 0.05% 176
2019
Q4 		$318K Sell
15,849
-375
-2% -$7.26K 0.05% 191
2019
Q3 		$306K Buy
16,224
+1,725
+12% +$32.6K 0.06% 167
2019
Q2 		$276K Buy
14,499
+2,568
+22% +$48K 0.06% 172
2019
Q1 		$220K Buy
+11,931
New +$213K 0.05% 190

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Segment Wealth Management's SCHM Position: Q2 2020 in Review

Segment Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 15,600 shares — an estimated $219K sold.

Segment Wealth Management first reported a position in SCHM in Q1 2019 and held it in 5 quarters. The position peaked at $318K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Segment Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Segment Wealth Management sold 15,600 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $219K.
  • Segment Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 5 quarters.
  • Segment Wealth Management's Schwab US Mid-Cap ETF position peaked at $318K in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Segment Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.