Graves Light Lenhart Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-4,224	Closed	-$88K	–	513
2022 Q2	$88K	Buy	4,224 +18	+0.4%	+$415	0.01%	247
2022 Q1	$106K	Buy	4,206 +15	+0.4%	+$376	0.01%	253
2021 Q4	$112K	Buy	4,191 +15	+0.4%	+$400	0.02%	275
2021 Q3	$107K	Buy	4,176 +15	+0.4%	+$392	0.02%	262
2021 Q2	$109K	Buy	4,161 +9	+0.2%	+$232	0.02%	262
2021 Q1	$103K	Buy	4,152 +9	+0.2%	+$218	0.02%	271
2020 Q4	$94K	Buy	+4,143	New	+$86.4K	0.02%	275

Other funds holding SCHM

Financial Engines Advisors

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

Creative Planning

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

HighTower Advisors

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

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

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return