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Almanack Investment Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Almanack Investment Partners’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 		– Sell
-64,821
Closed -$1.82M – 233
2025
Q2 		$1.82M Buy
+64,821
New +$1.71M 0.29% 50
2025
Q1 		– Sell
-25,088
Closed -$695K – 188
2024
Q4 		$695K Buy
25,088
+9,401
+60% +$268K 0.11% 96
2024
Q3 		$434K Sell
15,687
-4,644
-23% -$123K 0.07% 116
2024
Q2 		$527K Buy
20,331
+2,871
+16% +$75.1K 0.09% 102
2024
Q1 		$474K Sell
17,460
-5,133
-23% -$131K 0.08% 106
2023
Q4 		$567K Buy
+22,593
New +$518K 0.11% 86
2022
Q2 		– Sell
-31,968
Closed -$808K – 506
2022
Q1 		$808K Buy
31,968
+7,425
+30% +$186K 0.07% 181
2021
Q4 		$659K Buy
24,543
+4,347
+22% +$116K 0.05% 213
2021
Q3 		$516K Buy
+20,196
New +$528K 0.05% 254
2018
Q4 		– Sell
-347,808
Closed -$6.36M – 255
2018
Q3 		$6.36M Buy
+347,808
New +$6.63M 1.68% 18
2017
Q3 		– Sell
-116,757
Closed -$1.87M – 185
2017
Q2 		$1.87M Sell
116,757
-10,869
-9% -$173K 1.05% 28
2017
Q1 		$2.01M Buy
+127,626
New +$1.99M 1.51% 19

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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 $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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Almanack Investment Partners's SCHM Position: Q3 2025 in Review

Almanack Investment Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 64,821 shares — an estimated $1.82M sold.

Almanack Investment Partners first reported a position in SCHM in Q1 2017 and held it in 12 quarters. The position peaked at $6.36M in Q3 2018. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Almanack Investment Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 64,821 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $1.82M.
  • Almanack Investment Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and held it in 12 quarters.
  • Almanack Investment Partners's Schwab US Mid-Cap ETF position peaked at $6.36M in Q3 2018.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Almanack Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.