TrueWealth LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TrueWealth LLC’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	$8K	Hold	480	–	–	﹤0.01%	509
2020 Q1	$7K	Hold	480	–	–	﹤0.01%	506
2019 Q4	$10K	Hold	480	–	–	﹤0.01%	459
2019 Q3	$9K	Hold	480	–	–	﹤0.01%	470
2019 Q2	$9K	Hold	480	–	–	﹤0.01%	471
2019 Q1	$9K	Hold	480	–	–	﹤0.01%	478
2018 Q4	$8K	Hold	480	–	–	﹤0.01%	470
2018 Q3	$9K	Hold	480	–	–	﹤0.01%	509
2018 Q2	$9K	Hold	480	–	–	﹤0.01%	513
2018 Q1	$8K	Hold	480	–	–	﹤0.01%	497
2017 Q4	$9K	Buy	+480	New	+$8.28K	﹤0.01%	533

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

TrueWealth LLC's SCHM Position: Q2 2020 in Review

TrueWealth LLC held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2020 at 480 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

TrueWealth LLC first reported a position in SCHM in Q4 2017 and has held it in 11 quarters since. The position peaked at $10K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

TrueWealth LLC held 480 shares of Schwab US Mid-Cap ETF worth $8K as of Q2 2020.
TrueWealth LLC left its Schwab US Mid-Cap ETF share count unchanged in Q2 2020.
Schwab US Mid-Cap ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #509 holding.
TrueWealth LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Schwab US Mid-Cap ETF position peaked at $10K in Q4 2019.
583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.