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

Patten 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
2022 Q2	–	Sell	-9,627	Closed	-$243K	–	249
2022 Q1	$243K	Sell	9,627 -78	-0.8%	-$1.96K	0.07%	234
2021 Q4	$260K	Hold	9,705	–	–	0.07%	228
2021 Q3	$248K	Hold	9,705	–	–	0.07%	226
2021 Q2	$253K	Buy	+9,705	New	+$251K	0.07%	228
2019 Q1	–	Sell	-2,661	Closed	-$43K	–	462
2018 Q4	$43K	Sell	2,661 -132	-5%	-$2.31K	0.02%	300
2018 Q3	$54K	Sell	2,793 -3	-0.1%	-$57	0.02%	312
2018 Q2	$51K	Buy	2,796 +39	+1%	+$705	0.02%	321
2018 Q1	$49K	Buy	2,757 +18	+0.7%	+$323	0.02%	325
2017 Q4	$49K	Sell	2,739 -96	-3%	-$1.66K	0.02%	338
2017 Q3	$47K	Buy	2,835 +39	+1%	+$634	0.02%	330
2017 Q2	$46K	Sell	2,796 -1,425	-34%	-$22.6K	0.02%	331
2017 Q1	$66K	Hold	4,221	–	–	0.03%	284
2016 Q4	$65K	Buy	4,221 +78	+2%	+$1.14K	0.03%	281
2016 Q3	$58.9K	Buy	4,143 +45	+1%	+$651	0.03%	295
2016 Q2	$57.4K	Buy	4,098 +102	+3%	+$1.41K	0.03%	295
2016 Q1	$54.1K	Buy	3,996 +147	+4%	+$1.85K	0.03%	301
2015 Q4	$51.4K	Buy	+3,849	New	+$52.3K	0.02%	309

Other funds holding SCHM

Financial Engines Advisors

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

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

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

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

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