Knuff & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Knuff & Co’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	–	Sell	-165	Closed	-$3K	–	189
2019 Q4	$3K	Hold	165	–	–	﹤0.01%	172
2019 Q3	$3K	Hold	165	–	–	﹤0.01%	181
2019 Q2	$3K	Hold	165	–	–	﹤0.01%	120
2019 Q1	$3K	Hold	165	–	–	﹤0.01%	132
2018 Q4	$3K	Buy	+165	New	+$2.88K	﹤0.01%	128

Other funds holding SCHM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Knuff & Co's SCHM Position: Q1 2020 in Review

Knuff & Co sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 165 shares — an estimated $3K sold.

Knuff & Co first reported a position in SCHM in Q4 2018 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

Knuff & Co reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Knuff & Co sold 165 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $3K.
Knuff & Co first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 5 quarters.
Knuff & Co's Schwab US Mid-Cap ETF position peaked at $3K in Q4 2019.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Knuff & Co's 13F filing for Q1 2020, filed 13 May 2020.