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Beacon Capital Management LLC (Tennessee)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-465
Closed -$13K – 832
2025
Q2 		$13K Hold
465
– – ﹤0.01% 579
2025
Q1 		$12.2K Hold
465
– – ﹤0.01% 579
2024
Q4 		$12.9K Hold
465
– – ﹤0.01% 554
2024
Q3 		$12.9K Buy
+465
New +$12.4K ﹤0.01% 586
2023
Q1 		– Sell
-120
Closed -$2.62K – 1001
2022
Q4 		$2.62K Hold
120
– – ﹤0.01% 754
2022
Q3 		$3K Sell
120
-117
-49% -$2.61K ﹤0.01% 694
2022
Q2 		$6K Hold
237
– – ﹤0.01% 620
2022
Q1 		$6K Buy
+237
New +$5.94K ﹤0.01% 620

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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
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Beacon Capital Management LLC (Tennessee)'s SCHM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 465 shares — an estimated $13K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHM in Q1 2022 and held it in 8 quarters. The position peaked at $13K in Q2 2025. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 465 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $13K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 8 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Schwab US Mid-Cap ETF position peaked at $13K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.