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Brown Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Brown Wealth 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
Q4 		– Sell
-248,877
Closed -$7.38M – 116
2025
Q3 		$7.38M Buy
248,877
+592
+0.2% +$17.2K 2.07% 12
2025
Q2 		$6.96M Buy
248,285
+32,998
+15% +$870K 2.16% 12
2025
Q1 		$5.64M Sell
215,287
-4,541
-2% -$126K 1.94% 13
2024
Q4 		$6.09M Buy
219,828
+3,792
+2% +$108K 2.16% 12
2024
Q3 		$5.98M Sell
216,036
-96,078
-31% -$2.56M 2.16% 12
2024
Q2 		$8.1M Buy
312,114
+15,603
+5% +$408K 3.26% 9
2024
Q1 		$8.05M Buy
+296,511
New +$7.56M 3.33% 9

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

Brown Wealth Management's SCHM Position: Q4 2025 in Review

Brown Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 248,877 shares — an estimated $7.38M sold.

Brown Wealth Management first reported a position in SCHM in Q1 2024 and held it in 7 quarters. The position peaked at $8.1M in Q2 2024. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Brown Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Brown Wealth Management sold 248,877 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $7.38M.
  • Brown Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 7 quarters.
  • Brown Wealth Management's Schwab US Mid-Cap ETF position peaked at $8.1M in Q2 2024.
  • 995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Brown Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.