Windsor Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Windsor Wealth 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 Q2	–	Sell	-17,109	Closed	-$424K	–	219
2022 Q1	$424K	Buy	17,109 +21	+0.1%	+$526	0.08%	166
2021 Q4	$461K	Buy	17,088 +54	+0.3%	+$1.44K	0.08%	159
2021 Q3	$442K	Buy	17,034 +60	+0.4%	+$1.57K	0.09%	159
2021 Q2	$443K	Buy	16,974 +42	+0.2%	+$1.08K	0.1%	155
2021 Q1	$420K	Sell	16,932 -705	-4%	-$17.1K	0.1%	153
2020 Q4	$401K	Buy	17,637 +69	+0.4%	+$1.44K	0.1%	147
2020 Q3	$341K	Sell	17,568 -99	-0.6%	-$1.83K	0.1%	149
2020 Q2	$310K	Buy	17,667 +54	+0.3%	+$880	0.1%	152
2020 Q1	$248K	Buy	+17,613	New	+$323K	0.1%	158

Other funds holding SCHM

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Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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