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	0.08%	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 $147B AUM 18.73% 1-Year Est. Return

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

HighTower Advisors

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

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return