Reitz Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Reitz Capital Advisors’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
2024 Q1	$438K	Hold	17,451	–	–	0.79%	15
2023 Q4	$438K	Buy	17,451 +4,167	+31%	+$95.5K	0.78%	15
2023 Q3	$294K	Sell	13,284 -231,519	-95%	-$5.49M	0.56%	20
2023 Q2	$6.12M	Buy	244,803 +181,578	+287%	+$4.09M	5.58%	5
2023 Q1	$1.43M	Sell	63,225 -1,461	-2%	-$33.6K	1.32%	15
2022 Q4	$1.42M	Sell	64,686 -38,292	-37%	-$839K	1.35%	13
2022 Q3	$2.08M	Sell	102,978 -13,860	-12%	-$309K	1.91%	12
2022 Q2	$2.44M	Sell	116,838 -109,896	-48%	-$2.54M	2.19%	12
2022 Q1	$5.73M	Sell	226,734 -185,619	-45%	-$4.65M	4.16%	7
2021 Q4	$10.8M	Buy	412,353 +150,255	+57%	+$4.01M	7.59%	5
2021 Q3	$6.7M	Sell	262,098 -150,255	-36%	-$3.93M	5.01%	6
2021 Q2	$10.8M	Buy	412,353 +6,876	+2%	+$178K	7.59%	5
2021 Q1	$10.1M	Buy	405,477 +58,296	+17%	+$1.41M	7.43%	4
2020 Q4	$7.89M	Buy	347,181 +18,789	+6%	+$392K	6.34%	4
2020 Q3	$6.07M	Buy	328,392 +139,848	+74%	+$2.59M	5.51%	5
2020 Q2	$3.31M	Sell	188,544 -8,463	-4%	-$138K	4.2%	6
2020 Q1	$2.77M	Sell	197,007 -49,812	-20%	-$912K	3.6%	8
2019 Q4	$4.95M	Sell	246,819 -2,637	-1%	-$51.1K	5.35%	5
2019 Q3	$4.7M	Sell	249,456 -4,326	-2%	-$81.7K	5.33%	5
2019 Q2	$4.83M	Sell	253,782 -21,864	-8%	-$409K	5.45%	5
2019 Q1	$5.09M	Sell	275,646 -42,639	-13%	-$762K	5.89%	5
2018 Q4	$5.09M	Buy	+318,285	New	+$5.56M	6.15%	5

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HighTower Advisors

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management

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

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