Spectrum Management Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Spectrum Management 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
2020 Q1	–	Sell	-315	Closed	-$6K	–	289
2019 Q4	$6K	Hold	315	–	–	﹤0.01%	205
2019 Q3	$6K	Hold	315	–	–	﹤0.01%	189
2019 Q2	$6K	Hold	315	–	–	﹤0.01%	206
2019 Q1	$6K	Hold	315	–	–	﹤0.01%	229
2018 Q4	$5K	Hold	315	–	–	﹤0.01%	190
2018 Q3	$6K	Hold	315	–	–	﹤0.01%	189
2018 Q2	$6K	Hold	315	–	–	﹤0.01%	191
2018 Q1	$6K	Sell	315 -510	-62%	-$9.16K	﹤0.01%	185
2017 Q4	$15K	Hold	825	–	–	0.01%	182
2017 Q3	$14K	Buy	+825	New	+$13.4K	﹤0.01%	259
2016 Q2	–	Sell	-930	Closed	-$13K	–	196
2016 Q1	$13K	Sell	930 -600	-39%	-$7.57K	0.01%	194
2015 Q4	$20K	Buy	1,530 +405	+36%	+$5.5K	0.01%	153
2015 Q3	$15K	Hold	1,125	–	–	0.01%	125
2015 Q2	$16K	Buy	1,125 +720	+178%	+$10.4K	0.01%	88
2015 Q1	$6K	Buy	+405	New	+$5.65K	﹤0.01%	107

Other funds holding SCHM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Spectrum Management Group's SCHM Position: Q1 2020 in Review

Spectrum Management Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 315 shares — an estimated $6K sold.

Spectrum Management Group first reported a position in SCHM in Q1 2015 and held it in 15 quarters. The position peaked at $20K in Q4 2015. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

Spectrum Management Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Spectrum Management Group sold 315 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $6K.
Spectrum Management Group first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and held it in 15 quarters.
Spectrum Management Group's Schwab US Mid-Cap ETF position peaked at $20K in Q4 2015.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Spectrum Management Group's 13F filing for Q1 2020, filed 8 May 2020.