Roble Belko & Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Roble Belko & Company’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 Q2	–	Sell	-18,369	Closed	-$258K	–	335
2020 Q1	$258K	Buy	18,369 +18,300	+26,522%	+$335K	0.08%	74
2019 Q4	$1K	Sell	69 -270	-80%	-$5.23K	﹤0.01%	327
2019 Q3	$6K	Hold	339	–	–	﹤0.01%	283
2019 Q2	$6K	Hold	339	–	–	﹤0.01%	282
2019 Q1	$6K	Hold	339	–	–	﹤0.01%	257
2018 Q4	$5K	Hold	339	–	–	﹤0.01%	250
2018 Q3	$7K	Hold	339	–	–	﹤0.01%	251
2018 Q2	$6K	Hold	339	–	–	﹤0.01%	268
2018 Q1	$6K	Hold	339	–	–	﹤0.01%	269
2017 Q4	$6K	Hold	339	–	–	﹤0.01%	259
2017 Q3	$6K	Buy	339 +3	+0.9%	+$49	﹤0.01%	221
2017 Q2	$5K	Hold	336	–	–	﹤0.01%	231
2017 Q1	$5K	Hold	336	–	–	﹤0.01%	261
2016 Q4	$5K	Buy	336 +270	+409%	+$3.95K	﹤0.01%	274
2016 Q3	$1K	Hold	66	–	–	﹤0.01%	290
2016 Q2	$1K	Hold	66	–	–	﹤0.01%	256
2016 Q1	$1K	Buy	+66	New	+$833	﹤0.01%	253
2015 Q2	–	Sell	-567	Closed	-$8K	–	256
2015 Q1	$8K	Buy	+567	New	+$7.91K	﹤0.01%	164

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

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

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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

HSA

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

Roble Belko & Company's SCHM Position: Q2 2020 in Review

Roble Belko & Company sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 18,369 shares — an estimated $258K sold.

Roble Belko & Company first reported a position in SCHM in Q1 2015 and held it in 18 quarters. The position peaked at $258K in Q1 2020. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

Roble Belko & Company reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Roble Belko & Company sold 18,369 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $258K.
Roble Belko & Company first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and held it in 18 quarters.
Roble Belko & Company's Schwab US Mid-Cap ETF position peaked at $258K in Q1 2020.
583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Roble Belko & Company's 13F filing for Q2 2020, filed 10 Aug 2020.