Wealthfront’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-9	Closed	–	–	904
2015 Q3	$0	Sell	9 -27	-75%	-$375	﹤0.01%	1403
2015 Q2	$1K	Buy	+36	New	+$521	﹤0.01%	1251

Other funds holding SCHM

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

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

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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

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

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

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

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

Wealthfront's SCHM Position: Q4 2015 in Review

Wealthfront sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2015, closing a stake of 9 shares.

Wealthfront first reported a position in SCHM in Q2 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 195 funds tracked by Wall St. Rank hold SCHM as of Q4 2015.

Wealthfront reported no remaining Schwab US Mid-Cap ETF position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 9 Schwab US Mid-Cap ETF shares in Q4 2015.
Wealthfront first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and held it in 2 quarters.
Wealthfront's Schwab US Mid-Cap ETF position peaked at $1K in Q2 2015.
195 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.