CBIZ Investment Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CBIZ Investment Advisory Services’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	–	Hold	0	–	–	–	94
2020 Q2	–	Hold	0	–	–	–	101
2020 Q1	–	Hold	0	–	–	–	170
2019 Q4	–	Hold	0	–	–	–	124

Other funds holding SCHM

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Financial Engines Advisors

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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