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Strategic Wealth Partners Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Wealth Partners 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
-13,401
Closed -$269K – 58
2019
Q4 		$269K Buy
+13,401
New +$259K 0.06% 52

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SWM
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LWMT
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Strategic Wealth Partners Group's SCHM Position: Q1 2020 in Review

Strategic Wealth Partners Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 13,401 shares — an estimated $269K sold.

Strategic Wealth Partners Group first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $269K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Strategic Wealth Partners Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 13,401 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $269K.
  • Strategic Wealth Partners Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Strategic Wealth Partners Group's Schwab US Mid-Cap ETF position peaked at $269K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2020, filed 14 May 2020.