Blooom Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Blooom Inc’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
2022 Q3	$309K	Sell	13,557 -1,326	-9%	-$29.6K	0.59%	29
2022 Q2	$321K	Sell	14,883 -396	-3%	-$9.14K	0.55%	31
2022 Q1	$396K	Buy	15,279 +1,254	+9%	+$31.4K	0.32%	31
2021 Q4	$376K	Sell	14,025 -1,194	-8%	-$31.8K	0.28%	30
2021 Q3	$393K	Sell	15,219 -429	-3%	-$11.2K	0.33%	31
2021 Q2	$408K	Buy	15,648 +468	+3%	+$12.1K	0.3%	32
2021 Q1	$376K	Sell	15,180 -1,230	-7%	-$29.8K	0.29%	34
2020 Q4	$448K	Buy	+16,410	New	+$342K	0.36%	25

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BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Northwestern Mutual Wealth Management

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Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return