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

Shorepoint Capital Partners’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
-115,281
Closed -$2.31M – 95
2019
Q4 		$2.31M Sell
115,281
-6,147
-5% -$119K 1.32% 30
2019
Q3 		$2.29M Sell
121,428
-7,035
-5% -$133K 1.35% 29
2019
Q2 		$2.44M Sell
128,463
-11,328
-8% -$212K 1.39% 28
2019
Q1 		$2.58M Buy
+139,791
New +$2.5M 1.46% 26

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SS
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Financial Engines Advisors
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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

Shorepoint Capital Partners's SCHM Position: Q1 2020 in Review

Shorepoint Capital Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 115,281 shares — an estimated $2.31M sold.

Shorepoint Capital Partners first reported a position in SCHM in Q1 2019 and held it in 4 quarters. The position peaked at $2.58M in Q1 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Shorepoint Capital Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Shorepoint Capital Partners sold 115,281 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $2.31M.
  • Shorepoint Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 4 quarters.
  • Shorepoint Capital Partners's Schwab US Mid-Cap ETF position peaked at $2.58M in Q1 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Shorepoint Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.