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

Wintrust Investments’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
Q1 		– Sell
-64,827
Closed -$1.04M – 356
2018
Q4 		$1.04M Sell
64,827
-9,696
-13% -$169K 0.19% 100
2018
Q3 		$1.44M Buy
74,523
+5,820
+8% +$111K 0.23% 85
2018
Q2 		$1.26M Buy
68,703
+7,521
+12% +$136K 0.22% 97
2018
Q1 		$1.08M Buy
61,182
+8,622
+16% +$155K 0.27% 76
2017
Q4 		$933K Buy
52,560
+20,649
+65% +$356K 0.22% 108
2017
Q3 		$533K Buy
+31,911
New +$519K 0.13% 158

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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Wintrust Investments's SCHM Position: Q1 2019 in Review

Wintrust Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2019, closing a stake of 64,827 shares — an estimated $1.04M sold.

Wintrust Investments first reported a position in SCHM in Q3 2017 and held it in 6 quarters. The position peaked at $1.44M in Q3 2018. 528 funds tracked by Wall St. Rank hold SCHM as of Q1 2019.

  • Wintrust Investments reported no remaining Schwab US Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Wintrust Investments sold 64,827 Schwab US Mid-Cap ETF shares in Q1 2019, an estimated $1.04M.
  • Wintrust Investments first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and held it in 6 quarters.
  • Wintrust Investments's Schwab US Mid-Cap ETF position peaked at $1.44M in Q3 2018.
  • 528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2019.

Based on Wintrust Investments's 13F filing for Q1 2019, filed 15 May 2019.