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Boys Arnold & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-35,577
Closed -$500K – 175
2020
Q1 		$500K Buy
35,577
+4,020
+13% +$73.6K 0.09% 161
2019
Q4 		$633K Buy
31,557
+4,485
+17% +$86.8K 0.09% 173
2019
Q3 		$507K Hold
27,072
– – 0.08% 191
2019
Q2 		$515K Sell
27,072
-300
-1% -$5.61K 0.07% 197
2019
Q1 		$505K Hold
27,372
– – 0.08% 194
2018
Q4 		$433K Sell
27,372
-600
-2% -$10.5K 0.07% 201
2018
Q3 		$536K Sell
27,972
-900
-3% -$17.1K 0.07% 189
2018
Q2 		$528K Buy
28,872
+675
+2% +$12.2K 0.08% 200
2018
Q1 		$501K Sell
28,197
-300
-1% -$5.39K 0.07% 206
2017
Q4 		$506K Buy
28,497
+15,975
+128% +$276K 0.08% 206
2017
Q3 		$209K Hold
12,522
– – 0.03% 262
2017
Q2 		$201K Buy
+12,522
New +$199K 0.03% 269
2017
Q1 		– Sell
-13,572
Closed -$204K – 281
2016
Q4 		$204K Buy
+13,572
New +$199K 0.03% 268

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Boys Arnold & Co's SCHM Position: Q2 2020 in Review

Boys Arnold & Co sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 35,577 shares — an estimated $500K sold.

Boys Arnold & Co first reported a position in SCHM in Q4 2016 and held it in 13 quarters. The position peaked at $633K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Boys Arnold & Co reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 35,577 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $500K.
  • Boys Arnold & Co first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 13 quarters.
  • Boys Arnold & Co's Schwab US Mid-Cap ETF position peaked at $633K in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.