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

ACAS 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
2025
Q2 		$1.87M Sell
63,796
-1,103
-2% -$29.1K 1.25% 24
2025
Q1 		$1.66M Sell
64,899
-1,066
-2% -$29.7K 1.27% 24
2024
Q4 		$1.91M Sell
65,965
-488
-0.7% -$13.9K 1.42% 21
2024
Q3 		$1.84M Sell
66,453
-870
-1% -$23.1K 1.52% 20
2024
Q2 		$1.82M Sell
67,323
-2,829
-4% -$74K 1.59% 20
2024
Q1 		$1.9M Buy
70,152
+2,778
+4% +$70.9K 1.84% 17
2023
Q4 		$1.69M Buy
67,374
+7,692
+13% +$176K 1.93% 16
2023
Q3 		$1.35M Sell
59,682
-555
-0.9% -$13.1K 1.67% 21
2023
Q2 		$1.43M Sell
60,237
-975
-2% -$22K 1.92% 17
2023
Q1 		$1.38M Sell
61,212
-1,329
-2% -$30.6K 1.99% 18
2022
Q4 		$1.37M Buy
+62,541
New +$1.37M 2.11% 16
2022
Q2 		$1.53M Sell
66,516
-30
-0% -$692 2.29% 14
2022
Q1 		$1.68M Buy
66,546
+48
+0.1% +$1.2K 2.27% 12
2021
Q4 		$1.78M Sell
66,498
-666
-1% -$17.8K 2.3% 12
2021
Q3 		$1.72M Buy
67,164
+153
+0.2% +$4K 2.39% 13
2021
Q2 		$1.75M Buy
67,011
+894
+1% +$23.1K 2.47% 12
2021
Q1 		$1.64M Buy
+66,117
New +$1.6M 2.57% 12

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

ACAS LLC's SCHM Position: Q2 2025 in Review

ACAS LLC reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q2 2025, selling an estimated $29.1K and leaving 63,796 shares worth $1.87M. The position accounts for 1.25% of the portfolio, ranked #24.

ACAS LLC first reported a position in SCHM in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.91M in Q4 2024. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • ACAS LLC held 63,796 shares of Schwab US Mid-Cap ETF worth $1.87M as of Q2 2025.
  • ACAS LLC sold 1,103 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $29.1K.
  • Schwab US Mid-Cap ETF made up 1.25% of ACAS LLC's portfolio in Q2 2025, its #24 holding.
  • ACAS LLC first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 17 quarters since.
  • ACAS LLC's Schwab US Mid-Cap ETF position peaked at $1.91M in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.