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Suntrust Banks’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Suntrust Banks’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
2019
Q3 		$253K Sell
13,440
-129
-1% -$2.44K ﹤0.01% 1180
2019
Q2 		$258K Sell
13,569
-1,818
-12% -$34K ﹤0.01% 1174
2019
Q1 		$284K Buy
+15,387
New +$275K ﹤0.01% 1107

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Suntrust Banks's SCHM Position: Q3 2019 in Review

Suntrust Banks reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.95% in Q3 2019, selling an estimated $2.44K and leaving 13,440 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Suntrust Banks first reported a position in SCHM in Q1 2019 and has held it in 3 quarters since. The position peaked at $284K in Q1 2019. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • Suntrust Banks held 13,440 shares of Schwab US Mid-Cap ETF worth $253K as of Q3 2019.
  • Suntrust Banks sold 129 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $2.44K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Suntrust Banks's portfolio in Q3 2019, its #1180 holding.
  • Suntrust Banks first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 3 quarters since.
  • Suntrust Banks's Schwab US Mid-Cap ETF position peaked at $284K in Q1 2019.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.