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WESPAC Advisors SoCal’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WESPAC Advisors SoCal’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
-1,200
Closed -$22K – 255
2019
Q1 		$22K Buy
+1,200
New +$21.4K 0.01% 169
2018
Q4 		– Hold
0
– – – 184
2018
Q3 		– Hold
0
– – – 176

Other funds holding SCHM

Financial Engines Advisors
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
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
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

WESPAC Advisors SoCal's SCHM Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2019, closing a stake of 1,200 shares — an estimated $22K sold.

WESPAC Advisors SoCal first reported a position in SCHM in Q1 2019 and held it in 1 quarter. The position peaked at $22K in Q1 2019. 540 funds tracked by Wall St. Rank hold SCHM as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Schwab US Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,200 Schwab US Mid-Cap ETF shares in Q2 2019, an estimated $22K.
  • WESPAC Advisors SoCal first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Schwab US Mid-Cap ETF position peaked at $22K in Q1 2019.
  • 540 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.