United Asset Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

United Asset Strategies’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 Q2	–	Sell	-32,052	Closed	-$592K	–	210
2019 Q1	$592K	Buy	+32,052	New	+$573K	0.14%	130
2018 Q3	–	Sell	-30,585	Closed	-$560K	–	216
2018 Q2	$560K	Buy	+30,585	New	+$553K	0.15%	130
2017 Q4	–	Sell	-14,586	Closed	-$244K	–	203
2017 Q3	$244K	Buy	+14,586	New	+$237K	0.14%	115
2017 Q2	–	Sell	-22,419	Closed	-$354K	–	159
2017 Q1	$354K	Buy	22,419 +7,497	+50%	+$117K	0.11%	106
2016 Q4	$225K	Buy	+14,922	New	+$218K	0.07%	131

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMT

First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Asset Strategies's SCHM Position: Q2 2019 in Review

United Asset Strategies sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2019, closing a stake of 32,052 shares — an estimated $592K sold.

United Asset Strategies first reported a position in SCHM in Q4 2016 and held it in 5 quarters. The position peaked at $592K in Q1 2019. 540 funds tracked by Wall St. Rank hold SCHM as of Q2 2019.

United Asset Strategies reported no remaining Schwab US Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
United Asset Strategies sold 32,052 Schwab US Mid-Cap ETF shares in Q2 2019, an estimated $592K.
United Asset Strategies first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 5 quarters.
United Asset Strategies's Schwab US Mid-Cap ETF position peaked at $592K in Q1 2019.
540 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2019.

Based on United Asset Strategies's 13F filing for Q2 2019, filed 31 Jul 2019.