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Timber Hill’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Timber Hill’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
Q2 		– Sell
-16,599
Closed -$262K – 1670
2017
Q1 		$262K Sell
16,599
-32,652
-66% -$509K ﹤0.01% 1828
2016
Q4 		$741K Sell
49,251
-58,182
-54% -$851K ﹤0.01% 1441
2016
Q3 		$1.56M Buy
+107,433
New +$1.55M 0.01% 896
2015
Q3 		– Sell
-64,311
Closed -$914K – 2600
2015
Q2 		$914K Buy
+64,311
New +$931K ﹤0.01% 1560

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 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 $5.05B AUM 16.64% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Timber Hill's SCHM Position: Q2 2017 in Review

Timber Hill sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2017, closing a stake of 16,599 shares — an estimated $262K sold.

Timber Hill first reported a position in SCHM in Q2 2015 and held it in 4 quarters. The position peaked at $1.56M in Q3 2016. 286 funds tracked by Wall St. Rank hold SCHM as of Q2 2017.

  • Timber Hill reported no remaining Schwab US Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Timber Hill sold 16,599 Schwab US Mid-Cap ETF shares in Q2 2017, an estimated $262K.
  • Timber Hill first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and held it in 4 quarters.
  • Timber Hill's Schwab US Mid-Cap ETF position peaked at $1.56M in Q3 2016.
  • 286 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2017.

Based on Timber Hill's 13F filing for Q2 2017, filed 9 Aug 2017.