Kanaly Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kanaly Trust’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
2016 Q4	$18K	Buy	+1,176	New	+$17.2K	﹤0.01%	451

Other funds holding SCHM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Kanaly Trust's SCHM Position: Q4 2016 in Review

Kanaly Trust opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2016: 1,176 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings.

247 funds tracked by Wall St. Rank hold SCHM as of Q4 2016.

Kanaly Trust held 1,176 shares of Schwab US Mid-Cap ETF worth $18K as of Q4 2016.
Schwab US Mid-Cap ETF was a new Kanaly Trust position in Q4 2016.
Schwab US Mid-Cap ETF made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #451 holding.
247 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.