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

Westend 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
2015
Q3 		– Sell
-5,118
Closed -$72K – 76
2015
Q2 		$72K Buy
5,118
+621
+14% +$8.99K 0.08% 70
2015
Q1 		$65K Sell
4,497
-420
-9% -$5.86K 0.08% 68
2014
Q4 		$67K Sell
4,917
-123
-2% -$1.62K 0.08% 67
2014
Q3 		$63K Buy
+5,040
New +$66.7K 0.07% 61

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

Westend Capital Management's SCHM Position: Q3 2015 in Review

Westend Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2015, closing a stake of 5,118 shares — an estimated $72K sold.

Westend Capital Management first reported a position in SCHM in Q3 2014 and held it in 4 quarters. The position peaked at $72K in Q2 2015. 170 funds tracked by Wall St. Rank hold SCHM as of Q3 2015.

  • Westend Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Westend Capital Management sold 5,118 Schwab US Mid-Cap ETF shares in Q3 2015, an estimated $72K.
  • Westend Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2014 and held it in 4 quarters.
  • Westend Capital Management's Schwab US Mid-Cap ETF position peaked at $72K in Q2 2015.
  • 170 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2015.

Based on Westend Capital Management's 13F filing for Q3 2015, filed 17 Nov 2015.