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

Westwind Capital’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
Q4 		– Sell
-104,331
Closed -$1.97M – 49
2019
Q3 		$1.97M Sell
104,331
-6,282
-6% -$119K 1.04% 19
2019
Q2 		$2.1M Sell
110,613
-8,349
-7% -$156K 1.2% 20
2019
Q1 		$2.2M Sell
118,962
-15,936
-12% -$285K 1.29% 19
2018
Q4 		$2.15M Sell
134,898
-11,604
-8% -$203K 1.55% 20
2018
Q3 		$2.83M Sell
146,502
-5,232
-3% -$99.7K 1.78% 18
2018
Q2 		$2.78M Buy
151,734
+150,801
+16,163% +$2.73M 2.11% 16
2018
Q1 		$16K Hold
933
– – 0.01% 32
2017
Q4 		$17K Buy
+933
New +$16.1K 0.02% 30

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Westwind Capital's SCHM Position: Q4 2019 in Review

Westwind Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2019, closing a stake of 104,331 shares — an estimated $1.97M sold.

Westwind Capital first reported a position in SCHM in Q4 2017 and held it in 8 quarters. The position peaked at $2.83M in Q3 2018. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

  • Westwind Capital reported no remaining Schwab US Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Westwind Capital sold 104,331 Schwab US Mid-Cap ETF shares in Q4 2019, an estimated $1.97M.
  • Westwind Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 8 quarters.
  • Westwind Capital's Schwab US Mid-Cap ETF position peaked at $2.83M in Q3 2018.
  • 624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on Westwind Capital's 13F filing for Q4 2019, filed 6 Jan 2020.