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Atria Wealth Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Atria Wealth Solutions’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 		$823K Sell
29,089
-2,586
-8% -$68.2K 0.02% 721
2025
Q1 		$830K Sell
31,675
-1,336
-4% -$37.2K 0.01% 956
2024
Q4 		$915K Buy
33,011
+779
+2% +$22.2K 0.01% 959
2024
Q3 		$893K Sell
32,232
-546
-2% -$14.5K 0.01% 950
2024
Q2 		$852K Sell
32,778
-1,425
-4% -$37.3K 0.01% 960
2024
Q1 		$928K Sell
34,203
-3,342
-9% -$85.2K 0.01% 944
2023
Q4 		$943K Buy
37,545
+3,459
+10% +$79.3K 0.01% 885
2023
Q3 		$769K Sell
34,086
-66
-0.2% -$1.56K 0.01% 929
2023
Q2 		$809K Buy
34,152
+2,304
+7% +$51.9K 0.01% 940
2023
Q1 		$720K Buy
31,848
+570
+2% +$13.1K 0.01% 954
2022
Q4 		$684K Sell
31,278
-16,686
-35% -$366K 0.01% 937
2022
Q3 		$968K Buy
47,964
+1,545
+3% +$34.5K 0.02% 723
2022
Q2 		$971K Buy
46,419
+2,070
+5% +$47.8K 0.02% 705
2022
Q1 		$1.12M Buy
+44,349
New +$1.11M 0.02% 683

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Atria Wealth Solutions's SCHM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.2% in Q2 2025, selling an estimated $68.2K and leaving 29,089 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #721.

Atria Wealth Solutions first reported a position in SCHM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q1 2022. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Atria Wealth Solutions held 29,089 shares of Schwab US Mid-Cap ETF worth $823K as of Q2 2025.
  • Atria Wealth Solutions sold 2,586 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $68.2K.
  • Schwab US Mid-Cap ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #721 holding.
  • Atria Wealth Solutions first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Schwab US Mid-Cap ETF position peaked at $1.12M in Q1 2022.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.