First Financial Bank - Trust Division’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Financial Bank - Trust Division’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	-48,240	Closed	-$678K	–	179
2020 Q1	$678K	Hold	48,240	–	–	0.12%	98
2019 Q4	$967K	Hold	48,240	–	–	0.13%	91
2019 Q3	$909K	Hold	48,240	–	–	0.13%	95
2019 Q2	$918K	Hold	48,240	–	–	0.14%	96
2019 Q1	$891K	Hold	48,240	–	–	0.14%	99
2018 Q4	$771K	Sell	48,240 -1,200	-2%	-$21K	0.13%	103
2018 Q3	$953K	Hold	49,440	–	–	0.14%	98
2018 Q2	$905K	Buy	+49,440	New	+$894K	0.14%	100

Other funds holding SCHM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

SWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

PCIA

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

First Financial Bank - Trust Division's SCHM Position: Q2 2020 in Review

First Financial Bank - Trust Division sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 48,240 shares — an estimated $678K sold.

First Financial Bank - Trust Division first reported a position in SCHM in Q2 2018 and held it in 8 quarters. The position peaked at $967K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

First Financial Bank - Trust Division reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
First Financial Bank - Trust Division sold 48,240 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $678K.
First Financial Bank - Trust Division first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and held it in 8 quarters.
First Financial Bank - Trust Division's Schwab US Mid-Cap ETF position peaked at $967K in Q4 2019.
583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on First Financial Bank - Trust Division's 13F filing for Q2 2020, filed 2 Jul 2020.