YMRC
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Yorktown Management & Research Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Yorktown Management & Research Company’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
2017
Q3 		– Sell
-75,000
Closed -$1.2M – 414
2017
Q2 		$1.2M Hold
75,000
– – 0.38% 49
2017
Q1 		$1.18M Buy
75,000
+30,000
+67% +$468K 0.31% 73
2016
Q4 		$677K Buy
+45,000
New +$658K 0.17% 86

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AB
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yorktown Management & Research Company's SCHM Position: Q3 2017 in Review

Yorktown Management & Research Company sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2017, closing a stake of 75,000 shares — an estimated $1.2M sold.

Yorktown Management & Research Company first reported a position in SCHM in Q4 2016 and held it in 3 quarters. The position peaked at $1.2M in Q2 2017. 307 funds tracked by Wall St. Rank hold SCHM as of Q3 2017.

  • Yorktown Management & Research Company reported no remaining Schwab US Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 75,000 Schwab US Mid-Cap ETF shares in Q3 2017, an estimated $1.2M.
  • Yorktown Management & Research Company first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 3 quarters.
  • Yorktown Management & Research Company's Schwab US Mid-Cap ETF position peaked at $1.2M in Q2 2017.
  • 307 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2017.

Based on Yorktown Management & Research Company's 13F filing for Q3 2017, filed 8 Nov 2017.