Washington Trust Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Washington Trust Bank’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
2016 Q2	–	Sell	-1,500	Closed	-$20K	–	858
2016 Q1	$20K	Sell	1,500 -570	-28%	-$7.19K	0.01%	506
2015 Q4	$28K	Sell	2,070 -810	-28%	-$11K	0.01%	479
2015 Q3	$37K	Hold	2,880	–	–	0.01%	437
2015 Q2	$41K	Hold	2,880	–	–	0.01%	461
2015 Q1	$41K	Hold	2,880	–	–	0.01%	473
2014 Q4	$39K	Hold	2,880	–	–	0.01%	507
2014 Q3	$37K	Hold	2,880	–	–	0.01%	513
2014 Q2	$39K	Buy	2,880 +570	+25%	+$7.35K	0.01%	520
2014 Q1	$30K	Buy	+2,310	New	+$29.1K	0.01%	554

Other funds holding SCHM

SWM

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

LWMT

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

PMG

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

Washington Trust Bank's SCHM Position: Q2 2016 in Review

Washington Trust Bank sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2016, closing a stake of 1,500 shares — an estimated $20K sold.

Washington Trust Bank first reported a position in SCHM in Q1 2014 and held it in 9 quarters. The position peaked at $41K in Q2 2015. 206 funds tracked by Wall St. Rank hold SCHM as of Q2 2016.

Washington Trust Bank reported no remaining Schwab US Mid-Cap ETF position as of Q2 2016 after selling out during the quarter.
Washington Trust Bank sold 1,500 Schwab US Mid-Cap ETF shares in Q2 2016, an estimated $20K.
Washington Trust Bank first reported a position in Schwab US Mid-Cap ETF in Q1 2014 and held it in 9 quarters.
Washington Trust Bank's Schwab US Mid-Cap ETF position peaked at $41K in Q2 2015.
206 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2016.

Based on Washington Trust Bank's 13F filing for Q2 2016, filed 7 Jul 2016.