Wallington Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wallington Asset Management’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
2014 Q3	–	Sell	-600	Closed	-$8K	–	116
2014 Q2	$8K	Hold	600	–	–	﹤0.01%	97
2014 Q1	$8K	Buy	+600	New	+$7.57K	﹤0.01%	110

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ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Wallington Asset Management's SCHM Position: Q3 2014 in Review

Wallington Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2014, closing a stake of 600 shares — an estimated $8K sold.

Wallington Asset Management first reported a position in SCHM in Q1 2014 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 111 funds tracked by Wall St. Rank hold SCHM as of Q3 2014.

Wallington Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
Wallington Asset Management sold 600 Schwab US Mid-Cap ETF shares in Q3 2014, an estimated $8K.
Wallington Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2014 and held it in 2 quarters.
Wallington Asset Management's Schwab US Mid-Cap ETF position peaked at $8K in Q2 2014.
111 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2014.

Based on Wallington Asset Management's 13F filing for Q3 2014, filed 28 Oct 2014.