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Stanford Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-15,807
Closed -$238K – 241
2016
Q4 		$238K Sell
15,807
-5,826
-27% -$85.2K 0.12% 46
2016
Q3 		$314K Hold
21,633
– – 0.15% 40
2016
Q2 		$303K Sell
21,633
-2,400
-10% -$33.1K 0.15% 40
2016
Q1 		$325K Buy
24,033
+1,800
+8% +$22.7K 0.18% 40
2015
Q4 		$297K Buy
+22,233
New +$302K 0.16% 45

Other funds holding SCHM

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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Stanford Investment Group's SCHM Position: Q1 2017 in Review

Stanford Investment Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2017, closing a stake of 15,807 shares — an estimated $238K sold.

Stanford Investment Group first reported a position in SCHM in Q4 2015 and held it in 5 quarters. The position peaked at $325K in Q1 2016. 269 funds tracked by Wall St. Rank hold SCHM as of Q1 2017.

  • Stanford Investment Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 15,807 Schwab US Mid-Cap ETF shares in Q1 2017, an estimated $238K.
  • Stanford Investment Group first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 5 quarters.
  • Stanford Investment Group's Schwab US Mid-Cap ETF position peaked at $325K in Q1 2016.
  • 269 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.