Intelligence Driven Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Intelligence Driven Advisers’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	–	Sell	-124,200	Closed	-$2.18M	–	101
2020 Q2	$2.18M	Sell	124,200 -48,867	-28%	-$796K	0.77%	31
2020 Q1	$2.43M	Sell	173,067 -24,366	-12%	-$446K	1.13%	22
2019 Q4	$3.96M	Sell	197,433 -12,507	-6%	-$242K	1.8%	16
2019 Q3	$3.96M	Sell	209,940 -105,330	-33%	-$1.99M	1.87%	14
2019 Q2	$6M	Sell	315,270 -38,256	-11%	-$716K	2.85%	12
2019 Q1	$6.53M	Sell	353,526 -29,424	-8%	-$526K	3.57%	9
2018 Q4	$6.12M	Buy	+382,950	New	+$6.69M	3.87%	6

Other funds holding SCHM

Creative Planning

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

Financial Engines Advisors

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HighTower Advisors

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

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

Northwestern Mutual Wealth Management

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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