Blue Chip Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$486K	Sell	26,265 -993	-4%	-$18.4K	0.38%	59
2020 Q2	$478K	Sell	27,258 -5,337	-16%	-$87K	0.45%	54
2020 Q1	$458K	Sell	32,595 -12,369	-28%	-$226K	0.57%	49
2019 Q4	$902K	Sell	44,964 -1,407	-3%	-$27.2K	0.83%	33
2019 Q3	$874K	Sell	46,371 -5,541	-11%	-$105K	0.91%	35
2019 Q2	$988K	Buy	51,912 +525	+1%	+$9.82K	1.04%	29
2019 Q1	$949K	Buy	51,387 +2,604	+5%	+$46.5K	1.08%	31
2018 Q4	$779K	Buy	48,783 +5,706	+13%	+$99.7K	1.02%	31
2018 Q3	$831K	Buy	43,077 +9,354	+28%	+$178K	0.84%	35
2018 Q2	$617K	Buy	33,723 +7,575	+29%	+$137K	0.67%	44
2018 Q1	$461K	Buy	+26,148	New	+$470K	0.47%	54

Other funds holding SCHM

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Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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