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Blue Barn Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Blue Barn Wealth’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 		$2.12M Sell
70,446
-104,900
-60% -$3.13M 3.09% 11
2025
Q3 		$5.2M Buy
175,346
+3,259
+2% +$94.9K 2.28% 8
2025
Q2 		$4.83M Buy
172,087
+8,798
+5% +$232K 2.27% 8
2025
Q1 		$4.28M Buy
163,289
+7,056
+5% +$197K 2.23% 9
2024
Q4 		$4.33M Buy
156,233
+6,017
+4% +$171K 2.28% 9
2024
Q3 		$4.16M Buy
150,216
+7,533
+5% +$200K 2.14% 9
2024
Q2 		$3.7M Buy
142,683
+5,913
+4% +$155K 2.06% 12
2024
Q1 		$3.71M Sell
136,770
-1,935
-1% -$49.4K 2.07% 12
2023
Q4 		$3.48M Buy
138,705
+1,182
+0.9% +$27.1K 2.07% 11
2023
Q3 		$3.1M Buy
137,523
+2,811
+2% +$66.6K 2.04% 13
2023
Q2 		$3.19M Buy
134,712
+3,840
+3% +$86.5K 2.07% 12
2023
Q1 		$2.96M Buy
130,872
+3,930
+3% +$90.5K 1.83% 13
2022
Q4 		$2.78M Buy
126,942
+3,552
+3% +$77.8K 1.83% 14
2022
Q3 		$2.49M Buy
123,390
+5,034
+4% +$112K 1.77% 13
2022
Q2 		$2.48M Buy
118,356
+3,492
+3% +$80.6K 1.9% 12
2022
Q1 		$2.9M Buy
114,864
+10,938
+11% +$274K 2.01% 12
2021
Q4 		$2.79M Buy
103,926
+6,834
+7% +$182K 1.88% 12
2021
Q3 		$2.48M Buy
97,092
+3,780
+4% +$98.8K 2.18% 10
2021
Q2 		$2.44M Buy
+93,312
New +$2.41M 2.5% 10

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $70.8B AUM 21.68% 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 $208B AUM 16.12% 1-Year Est. Return

Blue Barn Wealth's SCHM Position: Q4 2025 in Review

Blue Barn Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 60% in Q4 2025, selling an estimated $3.13M and leaving 70,446 shares worth $2.12M. The position accounts for 3.09% of the portfolio, ranked #11.

Blue Barn Wealth first reported a position in SCHM in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.2M in Q3 2025. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Blue Barn Wealth held 70,446 shares of Schwab US Mid-Cap ETF worth $2.12M as of Q4 2025.
  • Blue Barn Wealth sold 104,900 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $3.13M.
  • Schwab US Mid-Cap ETF made up 3.09% of Blue Barn Wealth's portfolio in Q4 2025, its #11 holding.
  • Blue Barn Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • Blue Barn Wealth's Schwab US Mid-Cap ETF position peaked at $5.2M in Q3 2025.
  • 995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.