Baker Avenue Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Baker Avenue Asset 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 Q1	–	Sell	-7,470	Closed	-$207K	–	493
2024 Q4	$207K	Hold	7,470	–	–	0.01%	402
2024 Q3	$207K	Buy	+7,470	New	+$199K	0.01%	402
2024 Q2	–	Sell	-7,470	Closed	-$203K	–	410
2024 Q1	$203K	Buy	+7,470	New	+$191K	0.01%	344
2023 Q4	–	Sell	-7,470	Closed	-$169K	–	1282
2023 Q3	$169K	Hold	7,470	–	–	0.01%	358
2023 Q2	$177K	Hold	7,470	–	–	0.01%	354
2023 Q1	$169K	Hold	7,470	–	–	0.01%	359
2022 Q4	$163K	Buy	+7,470	New	+$164K	0.01%	346
2022 Q1	–	Sell	-23,055	Closed	-$618K	–	323
2021 Q4	$618K	Buy	+23,055	New	+$615K	0.03%	206

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

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Baker Avenue Asset Management's SCHM Position: Q1 2025 in Review

Baker Avenue Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 7,470 shares — an estimated $207K sold.

Baker Avenue Asset Management first reported a position in SCHM in Q4 2021 and held it in 8 quarters. The position peaked at $618K in Q4 2021. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

Baker Avenue Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Baker Avenue Asset Management sold 7,470 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $207K.
Baker Avenue Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 8 quarters.
Baker Avenue Asset Management's Schwab US Mid-Cap ETF position peaked at $618K in Q4 2021.
911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Baker Avenue Asset Management's 13F filing for Q1 2025, filed 8 May 2025.