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

WFG Advisors’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
2014
Q3 		– Sell
-12
Closed – – 2162
2014
Q2 		$0 Sell
12
-2,367
-99% -$30.5K ﹤0.01% 2060
2014
Q1 		$31K Buy
2,379
+9
+0.4% +$114 0.01% 1087
2013
Q4 		$30K Buy
2,370
+9
+0.4% +$108 ﹤0.01% 1176
2013
Q3 		$27K Sell
2,361
-3,324
-58% -$37.5K ﹤0.01% 1151
2013
Q2 		$61K Buy
+5,685
New +$60.6K 0.01% 813

Other funds holding SCHM

ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

WFG Advisors's SCHM Position: Q3 2014 in Review

WFG Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2014, closing a stake of 12 shares.

WFG Advisors first reported a position in SCHM in Q2 2013 and held it in 5 quarters. The position peaked at $61K in Q2 2013. 111 funds tracked by Wall St. Rank hold SCHM as of Q3 2014.

  • WFG Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
  • WFG Advisors sold 12 Schwab US Mid-Cap ETF shares in Q3 2014.
  • WFG Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and held it in 5 quarters.
  • WFG Advisors's Schwab US Mid-Cap ETF position peaked at $61K in Q2 2013.
  • 111 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2014.

Based on WFG Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.