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

Accredited 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
2025
Q3 		$14.9K Buy
1,004
+502
+100% +$14.6K 0.01% 224
2025
Q2 		$14.1K Buy
502
+500
+25,000% +$13.2K 0.01% 223
2025
Q1 		$53 Hold
2
– – ﹤0.01% 357
2024
Q4 		$56 Buy
+2
New +$57 ﹤0.01% 353

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 $94.2B AUM 21.24% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $3.63B AUM 17.91% 1-Year Est. Return

Accredited Wealth Management's SCHM Position: Q3 2025 in Review

Accredited Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 100% in Q3 2025, buying an estimated $14.6K and bringing the position to 1,004 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #224.

Accredited Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 4 quarters since. 942 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Accredited Wealth Management held 1,004 shares of Schwab US Mid-Cap ETF worth $14.9K as of Q3 2025.
  • Accredited Wealth Management bought 502 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $14.6K.
  • Schwab US Mid-Cap ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #224 holding.
  • Accredited Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 942 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.