Horan Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-375	Closed	-$8.88K	–	542
2023 Q2	$8.88K	Hold	375	–	–	﹤0.01%	411
2023 Q1	$8.48K	Hold	375	–	–	﹤0.01%	411
2022 Q4	$8.2K	Hold	375	–	–	﹤0.01%	395
2022 Q3	$8K	Hold	375	–	–	﹤0.01%	371
2022 Q2	$8K	Hold	375	–	–	﹤0.01%	361
2022 Q1	$9K	Hold	375	–	–	0.01%	333
2021 Q4	$10K	Buy	+375	New	+$10K	0.01%	332
2019 Q3	–	Sell	-651	Closed	-$12K	–	284
2019 Q2	$12K	Buy	+651	New	+$12.2K	0.01%	159

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Wealth Enhancement Advisory Services

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

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

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

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

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

Northwestern Mutual Wealth Management

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