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

Atticus 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 		– Sell
-294
Closed -$8.26K – 545
2025
Q2 		$8.26K Hold
294
– – ﹤0.01% 493
2025
Q1 		$7.71K Hold
294
– – ﹤0.01% 400
2024
Q4 		$8.15K Hold
294
– – ﹤0.01% 405
2024
Q3 		$8.16K Hold
294
– – ﹤0.01% 406
2024
Q2 		$7.64K Sell
294
-3
-1% -$78 ﹤0.01% 404
2024
Q1 		$8.08K Hold
297
– – ﹤0.01% 417
2023
Q4 		$7.47K Sell
297
-240
-45% -$5.5K ﹤0.01% 428
2023
Q3 		$12.1K Hold
537
– – ﹤0.01% 386
2023
Q2 		$12.7K Sell
537
-315
-37% -$7.1K ﹤0.01% 381
2023
Q1 		$19.3K Hold
852
– – 0.01% 326
2022
Q4 		$18.6K Hold
852
– – 0.01% 337
2022
Q3 		$18K Hold
852
– – 0.01% 328
2022
Q2 		$18K Hold
852
– – 0.01% 357
2022
Q1 		$22K Buy
852
+840
+7,000% +$21.1K 0.01% 325
2021
Q4 		$0 Hold
12
– – ﹤0.01% 482
2021
Q3 		$0 Hold
12
– – ﹤0.01% 447
2021
Q2 		$0 Buy
12
+6
+100% +$155 ﹤0.01% 393
2021
Q1 		$0 Hold
6
– – ﹤0.01% 364
2020
Q4 		$0 Hold
6
– – ﹤0.01% 343
2020
Q3 		$0 Hold
6
– – ﹤0.01% 323
2020
Q2 		$0 Sell
6
-2,379
-100% -$38.8K ﹤0.01% 320
2020
Q1 		$33K Sell
2,385
-1,155
-33% -$21.1K 0.03% 185
2019
Q4 		$71K Buy
+3,540
New +$68.5K 0.05% 158

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

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

Atticus Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 294 shares — an estimated $8.26K sold.

Atticus Wealth Management first reported a position in SCHM in Q4 2019 and held it in 23 quarters. The position peaked at $71K in Q4 2019. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Atticus Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 294 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $8.26K.
  • Atticus Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Schwab US Mid-Cap ETF position peaked at $71K in Q4 2019.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.