TFC Financial Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TFC Financial Management’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 Q4	–	Sell	-75	Closed	-$2K	–	561
2022 Q3	$2K	Hold	75	–	–	﹤0.01%	424
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	419
2022 Q1	$2K	Hold	75	–	–	﹤0.01%	434
2021 Q4	$2K	Hold	75	–	–	﹤0.01%	484
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	475
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	466
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	456
2020 Q4	$2K	Sell	75 -75	-50%	-$1.56K	﹤0.01%	445
2020 Q3	$3K	Buy	+150	New	+$2.78K	﹤0.01%	375

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HighTower Advisors

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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

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

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

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

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