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Better Money Decisions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Better Money Decisions’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 		$229K Buy
8,150
+27
+0.3% +$712 0.14% 68
2025
Q1 		$213K Buy
8,123
+21
+0.3% +$585 0.14% 68
2024
Q4 		$225K Buy
8,102
+29
+0.4% +$826 0.16% 64
2024
Q3 		$224K Buy
8,073
+45
+0.6% +$1.2K 0.16% 62
2024
Q2 		$208K Buy
8,028
+9
+0.1% +$235 0.16% 65
2024
Q1 		$218K Buy
+8,019
New +$205K 0.17% 64

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
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 $4.14B AUM 21.49% 1-Year Est. Return

Better Money Decisions's SCHM Position: Q2 2025 in Review

Better Money Decisions increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.33% in Q2 2025, buying an estimated $712 and bringing the position to 8,150 shares worth $229K. The position accounts for 0.14% of the portfolio, ranked #68.

Better Money Decisions first reported a position in SCHM in Q1 2024 and has held it in 6 quarters since. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Better Money Decisions held 8,150 shares of Schwab US Mid-Cap ETF worth $229K as of Q2 2025.
  • Better Money Decisions bought 27 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $712.
  • Schwab US Mid-Cap ETF made up 0.14% of Better Money Decisions's portfolio in Q2 2025, its #68 holding.
  • Better Money Decisions first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.