AG Campbell Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

AG Campbell Advisory’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 Q4	$396K	Buy	+13,162	New	+$392K	0.25%	4

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AG Campbell Advisory's SCHM Position: Q4 2025 in Review

AG Campbell Advisory opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2025: 13,162 shares worth $396K. The stake represents 0.25% of the portfolio and ranks #4 among its holdings.

997 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

AG Campbell Advisory held 13,162 shares of Schwab US Mid-Cap ETF worth $396K as of Q4 2025.
Schwab US Mid-Cap ETF was a new AG Campbell Advisory position in Q4 2025.
Schwab US Mid-Cap ETF made up 0.25% of AG Campbell Advisory's portfolio in Q4 2025, its #4 holding.
997 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on AG Campbell Advisory's 13F filing for Q4 2025, filed 4 Mar 2026.