Alpha Cubed Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Alpha Cubed Investments’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	–	Sell	-7,029	Closed	-$208K	–	312
2025 Q3	$208K	Buy	+7,029	New	+$205K	0.01%	281
2024 Q1	–	Sell	-29,550	Closed	-$742K	–	319
2023 Q4	$742K	Hold	29,550	–	–	0.04%	131
2023 Q3	$667K	Sell	29,550 -714	-2%	-$16.9K	0.04%	121
2023 Q2	$717K	Sell	30,264 -3,267	-10%	-$73.6K	0.05%	121
2023 Q1	$758K	Buy	33,531 +3,981	+13%	+$91.7K	0.05%	124
2022 Q4	$646K	Hold	29,550	–	–	0.05%	141
2022 Q3	$596K	Sell	29,550 -2,148	-7%	-$47.9K	0.05%	133
2022 Q2	$663K	Buy	31,698 +2,025	+7%	+$46.7K	0.05%	148
2022 Q1	$750K	Sell	29,673 -564	-2%	-$14.1K	0.05%	155
2021 Q4	$811K	Buy	30,237 +564	+2%	+$15K	0.05%	134
2021 Q3	$758K	Hold	29,673	–	–	0.06%	130
2021 Q2	$774K	Buy	29,673 +123	+0.4%	+$3.18K	0.06%	133
2021 Q1	$733K	Hold	29,550	–	–	0.06%	131
2020 Q4	$672K	Hold	29,550	–	–	0.06%	133
2020 Q3	$546K	Sell	29,550 -711	-2%	-$13.2K	0.05%	128
2020 Q2	$531K	Buy	+30,261	New	+$493K	0.06%	122

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 $104B AUM 28.3% 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

Alpha Cubed Investments's SCHM Position: Q4 2025 in Review

Alpha Cubed Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 7,029 shares — an estimated $208K sold.

Alpha Cubed Investments first reported a position in SCHM in Q2 2020 and held it in 16 quarters. The position peaked at $811K in Q4 2021. 998 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

Alpha Cubed Investments reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Alpha Cubed Investments sold 7,029 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $208K.
Alpha Cubed Investments first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and held it in 16 quarters.
Alpha Cubed Investments's Schwab US Mid-Cap ETF position peaked at $811K in Q4 2021.
998 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.