Sowell Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-44,121	Closed	-$1.18M	–	441
2021 Q4	$1.18M	Buy	44,121 +3,375	+8%	+$90K	0.07%	299
2021 Q3	$1.04M	Buy	+40,746	New	+$1.06M	0.07%	287
2021 Q2	–	Sell	-11,358	Closed	-$294K	–	2314
2021 Q1	$294K	Buy	11,358 +240	+2%	+$5.82K	0.01%	856
2020 Q4	$253K	Sell	11,118 -1,560	-12%	-$32.5K	0.01%	757
2020 Q3	$234K	Buy	12,678 +390	+3%	+$7.22K	0.01%	680
2020 Q2	$216K	Sell	12,288 -540	-4%	-$8.8K	0.01%	693
2020 Q1	$180K	Buy	12,828 +4,557	+55%	+$83.4K	0.01%	675
2019 Q4	$166K	Sell	8,271 -4,710	-36%	-$91.2K	0.01%	774
2019 Q3	$245K	Buy	+12,981	New	+$245K	0.02%	584
2019 Q1	$3.53M	Buy	191,187 +552	+0.3%	+$9.86K	0.39%	54
2018 Q4	$3.05M	Buy	+190,635	New	+$3.33M	0.43%	51

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Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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