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Beam Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beam Wealth Advisors’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
Q4 		– Sell
-10,573
Closed -$313K – 117
2025
Q3 		$313K Sell
10,573
-1,166
-10% -$33.9K 0.09% 103
2025
Q2 		$329K Buy
+11,739
New +$310K 0.1% 100

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Beam Wealth Advisors's SCHM Position: Q4 2025 in Review

Beam Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 10,573 shares — an estimated $313K sold.

Beam Wealth Advisors first reported a position in SCHM in Q2 2025 and held it in 2 quarters. The position peaked at $329K in Q2 2025. 997 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Beam Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,573 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $313K.
  • Beam Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Beam Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $329K in Q2 2025.
  • 997 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Beam Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.