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Stancorp Investment Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$18K Sell
1,245
-1,575
-56% -$22K 0.01% 387
2014
Q4 		$38K Buy
+2,820
New +$37.1K 0.02% 291

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Stancorp Investment Advisers's SCHM Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Schwab US Mid-Cap ETF (SCHM) stake by 56% in Q1 2015, selling an estimated $22K and leaving 1,245 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #387.

Stancorp Investment Advisers first reported a position in SCHM in Q4 2014 and has held it in 2 quarters since. The position peaked at $38K in Q4 2014. 156 funds tracked by Wall St. Rank hold SCHM as of Q1 2015.

  • Stancorp Investment Advisers held 1,245 shares of Schwab US Mid-Cap ETF worth $18K as of Q1 2015.
  • Stancorp Investment Advisers sold 1,575 Schwab US Mid-Cap ETF shares in Q1 2015, an estimated $22K.
  • Schwab US Mid-Cap ETF made up 0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #387 holding.
  • Stancorp Investment Advisers first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Schwab US Mid-Cap ETF position peaked at $38K in Q4 2014.
  • 156 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.