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Transamerica Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-315
Closed -$6K – 444
2019
Q2 		$6K Buy
+315
New +$5.89K ﹤0.01% 332
2015
Q3 		– Sell
-81,249
Closed -$1.16M – 908
2015
Q2 		$1.16M Buy
81,249
+72,315
+809% +$1.05M 0.08% 164
2015
Q1 		$129K Buy
+8,934
New +$125K 0.01% 359

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transamerica Financial Advisors's SCHM Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2019, closing a stake of 315 shares — an estimated $6K sold.

Transamerica Financial Advisors first reported a position in SCHM in Q1 2015 and held it in 3 quarters. The position peaked at $1.16M in Q2 2015. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 315 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $6K.
  • Transamerica Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and held it in 3 quarters.
  • Transamerica Financial Advisors's Schwab US Mid-Cap ETF position peaked at $1.16M in Q2 2015.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.