ZB
SCHM icon

Zions Bancorporation’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Zions Bancorporation’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
2016
Q2 		– Sell
-1,707
Closed -$23K – 921
2016
Q1 		$23K Buy
1,707
+732
+75% +$9.24K ﹤0.01% 364
2015
Q4 		$13K Buy
+975
New +$13.2K ﹤0.01% 444

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Zions Bancorporation's SCHM Position: Q2 2016 in Review

Zions Bancorporation sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2016, closing a stake of 1,707 shares — an estimated $23K sold.

Zions Bancorporation first reported a position in SCHM in Q4 2015 and held it in 2 quarters. The position peaked at $23K in Q1 2016. 206 funds tracked by Wall St. Rank hold SCHM as of Q2 2016.

  • Zions Bancorporation reported no remaining Schwab US Mid-Cap ETF position as of Q2 2016 after selling out during the quarter.
  • Zions Bancorporation sold 1,707 Schwab US Mid-Cap ETF shares in Q2 2016, an estimated $23K.
  • Zions Bancorporation first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 2 quarters.
  • Zions Bancorporation's Schwab US Mid-Cap ETF position peaked at $23K in Q1 2016.
  • 206 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2016.

Based on Zions Bancorporation's 13F filing for Q2 2016, filed 15 Aug 2016.