Foothills Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Foothills Asset 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 Q1	$244K	Sell	17,334 -8,559	-33%	-$157K	0.21%	62
2019 Q4	$519K	Sell	25,893 -1,671	-6%	-$32.4K	0.37%	56
2019 Q3	$519K	Sell	27,564 -345	-1%	-$6.52K	0.39%	55
2019 Q2	$531K	Hold	27,909	–	–	0.41%	54
2019 Q1	$515K	Sell	27,909 -318	-1%	-$5.68K	0.4%	53
2018 Q4	$451K	Sell	28,227 -2,229	-7%	-$38.9K	0.38%	52
2018 Q3	$587K	Sell	30,456 -1,860	-6%	-$35.4K	0.45%	48
2018 Q2	$591K	Sell	32,316 -1,218	-4%	-$22K	0.45%	48
2018 Q1	$591K	Sell	33,534 -240	-0.7%	-$4.31K	0.46%	50
2017 Q4	$600K	Sell	33,774 -300	-0.9%	-$5.18K	0.46%	52
2017 Q3	$569K	Sell	34,074 -780	-2%	-$12.7K	0.43%	50
2017 Q2	$560K	Sell	34,854 -5,289	-13%	-$84.1K	0.44%	49
2017 Q1	$633K	Sell	40,143 -189	-0.5%	-$2.95K	0.5%	48
2016 Q4	$607K	Buy	+40,332	New	+$590K	0.47%	49

Other funds holding SCHM

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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

LWMT

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

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

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

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

PCIA

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

HSA

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

Foothills Asset Management's SCHM Position: Q1 2020 in Review

Foothills Asset Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 33% in Q1 2020, selling an estimated $157K and leaving 17,334 shares worth $244K. The position accounts for 0.21% of the portfolio, ranked #62.

Foothills Asset Management first reported a position in SCHM in Q4 2016 and has held it in 14 quarters since. The position peaked at $633K in Q1 2017. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

Foothills Asset Management held 17,334 shares of Schwab US Mid-Cap ETF worth $244K as of Q1 2020.
Foothills Asset Management sold 8,559 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $157K.
Schwab US Mid-Cap ETF made up 0.21% of Foothills Asset Management's portfolio in Q1 2020, its #62 holding.
Foothills Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 14 quarters since.
Foothills Asset Management's Schwab US Mid-Cap ETF position peaked at $633K in Q1 2017.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Foothills Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.