Avantax Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Avantax Advisory Services’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	$1.01M	Sell	35,833 -1,814	-5%	-$47.9K	0.01%	1172
2025 Q1	$986K	Buy	37,647 +910	+2%	+$25.3K	0.01%	1095
2024 Q4	$1.02M	Buy	36,737 +284	+0.8%	+$8.09K	0.01%	1030
2024 Q3	$1.01M	Sell	36,453 -564	-2%	-$15K	0.01%	1015
2024 Q2	$960K	Sell	37,017 -1,587	-4%	-$41.5K	0.01%	998
2024 Q1	$1.05M	Sell	38,604 -3	-0%	-$77	0.01%	727
2023 Q4	$969K	Sell	38,607 -61,569	-61%	-$1.41M	0.01%	727
2023 Q3	$2.26M	Buy	100,176 +74,070	+284%	+$1.75M	0.03%	427
2023 Q2	$618K	Sell	26,106 -366	-1%	-$8.25K	0.01%	863
2023 Q1	$599K	Sell	26,472 -19,896	-43%	-$458K	0.01%	835
2022 Q4	$1.01M	Buy	46,368 +2,010	+5%	+$44.1K	0.01%	633
2022 Q3	$895K	Buy	44,358 +7,866	+22%	+$175K	0.01%	590
2022 Q2	$763K	Buy	36,492 +5,814	+19%	+$134K	0.01%	634
2022 Q1	$777K	Buy	30,678 +2,136	+7%	+$53.5K	0.01%	627
2021 Q4	$765K	Buy	28,542 +6,381	+29%	+$170K	0.01%	607
2021 Q3	$566K	Buy	22,161 +7,758	+54%	+$203K	0.01%	678
2021 Q2	$378K	Buy	+14,403	New	+$372K	0.01%	807
2020 Q4	–	Sell	-17,847	Closed	-$331K	–	1291
2020 Q3	$331K	Buy	+17,847	New	+$331K	0.01%	978
2020 Q2	–	Sell	-34,716	Closed	-$487K	–	890
2020 Q1	$487K	Buy	34,716 +16,122	+87%	+$295K	0.01%	443
2019 Q4	$373K	Buy	+18,594	New	+$360K	0.01%	563

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 $3.63B AUM 17.91% 1-Year Est. Return

Avantax Advisory Services's SCHM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.8% in Q2 2025, selling an estimated $47.9K and leaving 35,833 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1172.

Avantax Advisory Services first reported a position in SCHM in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.26M in Q3 2023. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

Avantax Advisory Services held 35,833 shares of Schwab US Mid-Cap ETF worth $1.01M as of Q2 2025.
Avantax Advisory Services sold 1,814 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $47.9K.
Schwab US Mid-Cap ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1172 holding.
Avantax Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
Avantax Advisory Services's Schwab US Mid-Cap ETF position peaked at $2.26M in Q3 2023.
944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.