LifePlan Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

LifePlan Financial Group’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	$8K	Hold	414	–	–	﹤0.01%	431
2020 Q2	$7K	Sell	414 -483	-54%	-$7.87K	﹤0.01%	452
2020 Q1	$13K	Buy	897 +87	+11%	+$1.59K	0.01%	370
2019 Q4	$16K	Buy	810 +3	+0.4%	+$58	0.01%	372
2019 Q3	$15K	Buy	807 +6	+0.7%	+$113	0.01%	378
2019 Q2	$15K	Buy	801 +42	+6%	+$786	0.01%	372
2019 Q1	$14K	Buy	759 +135	+22%	+$2.41K	0.01%	379
2018 Q4	$10K	Buy	624 +15	+2%	+$262	0.01%	388
2018 Q3	$12K	Buy	+609	New	+$11.6K	0.01%	374

Other funds holding SCHM

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

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

SWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

PCIA

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

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

RJFSA

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

LWMT

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

LifePlan Financial Group's SCHM Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2020 at 414 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

LifePlan Financial Group first reported a position in SCHM in Q3 2018 and has held it in 9 quarters since. The position peaked at $16K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

LifePlan Financial Group held 414 shares of Schwab US Mid-Cap ETF worth $8K as of Q3 2020.
LifePlan Financial Group left its Schwab US Mid-Cap ETF share count unchanged in Q3 2020.
Schwab US Mid-Cap ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #431 holding.
LifePlan Financial Group first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 9 quarters since.
LifePlan Financial Group's Schwab US Mid-Cap ETF position peaked at $16K in Q4 2019.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.