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

Squar Milner 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
2020 Q2	–	Sell	-123	Closed	-$1K	–	613
2020 Q1	$1K	Hold	123	–	–	﹤0.01%	734
2019 Q4	$2K	Buy	+123	New	+$2.38K	﹤0.01%	755
2019 Q3	–	Sell	-123	Closed	-$2K	–	617
2019 Q2	$2K	Hold	123	–	–	﹤0.01%	748
2019 Q1	$2K	Hold	123	–	–	﹤0.01%	781
2018 Q4	$2K	Hold	123	–	–	﹤0.01%	697
2018 Q3	$2K	Hold	123	–	–	﹤0.01%	726
2018 Q2	$2K	Buy	+123	New	+$2.23K	﹤0.01%	812

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

Squar Milner Financial Services's SCHM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 123 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in SCHM in Q2 2018 and held it in 7 quarters. The position peaked at $2K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

Squar Milner Financial Services reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 123 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Schwab US Mid-Cap ETF position peaked at $2K in Q4 2019.
583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.