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WealthBridge Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-2,850
Closed -$53K – 724
2019
Q1 		$53K Hold
2,850
– – 0.03% 280
2018
Q4 		$46K Buy
+2,850
New +$49.8K 0.04% 258

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Northwestern Mutual Wealth Management
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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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthBridge Capital Management's SCHM Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2019, closing a stake of 2,850 shares — an estimated $53K sold.

WealthBridge Capital Management first reported a position in SCHM in Q4 2018 and held it in 2 quarters. The position peaked at $53K in Q1 2019. 540 funds tracked by Wall St. Rank hold SCHM as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,850 Schwab US Mid-Cap ETF shares in Q2 2019, an estimated $53K.
  • WealthBridge Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Schwab US Mid-Cap ETF position peaked at $53K in Q1 2019.
  • 540 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.