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

Campbell 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
2024
Q4 		$25.6M Buy
922,911
+37,986
+4% +$1.08M 2.3% 10
2024
Q3 		$24.5M Buy
+884,925
New +$23.5M 2.18% 12
2024
Q2 		– Sell
-814,944
Closed -$22.1M – 88
2024
Q1 		$22.1M Buy
814,944
+32,010
+4% +$816K 2.2% 13
2023
Q4 		$19.7M Buy
782,934
+14,658
+2% +$336K 2.33% 15
2023
Q3 		$17.3M Sell
768,276
-17,589
-2% -$417K 2.11% 16
2023
Q2 		$18.6M Buy
785,865
+29,628
+4% +$668K 2.39% 14
2023
Q1 		$17.1M Buy
756,237
+22,551
+3% +$519K 2.14% 16
2022
Q4 		$16M Buy
733,686
+2,628
+0.4% +$57.6K 2.23% 16
2022
Q3 		$14.8M Buy
731,058
+44,472
+6% +$992K 2.13% 16
2022
Q2 		$14.4M Buy
686,586
+20,838
+3% +$481K 2.01% 14
2022
Q1 		$16.8M Buy
665,748
+3,666
+0.6% +$91.9K 2.05% 14
2021
Q4 		$17.8M Buy
662,082
+33,699
+5% +$899K 2.03% 14
2021
Q3 		$16.1M Buy
628,383
+15,843
+3% +$414K 2.15% 13
2021
Q2 		$16M Sell
612,540
-90,156
-13% -$2.33M 2.16% 13
2021
Q1 		$17.4M Buy
702,696
+17,865
+3% +$433K 2.39% 11
2020
Q4 		$15.6M Buy
684,831
+12,540
+2% +$262K 2.27% 10
2020
Q3 		$12.4M Buy
672,291
+18,459
+3% +$342K 2.03% 12
2020
Q2 		$11.5M Buy
653,832
+59,688
+10% +$973K 2% 12
2020
Q1 		$8.35M Sell
594,144
-221,412
-27% -$4.05M 1.82% 11
2019
Q4 		$16.4M Buy
815,556
+44,868
+6% +$869K 3.28% 8
2019
Q3 		$14.5M Buy
770,688
+50,751
+7% +$959K 3.23% 9
2019
Q2 		$13.7M Buy
719,937
+53,976
+8% +$1.01M 3.29% 9
2019
Q1 		$12.3M Buy
665,961
+49,560
+8% +$886K 3.27% 9
2018
Q4 		$9.85M Buy
+616,401
New +$10.8M 3.04% 9

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Campbell Wealth Management's SCHM Position: Q4 2024 in Review

Campbell Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.3% in Q4 2024, buying an estimated $1.08M and bringing the position to 922,911 shares worth $25.6M. The position accounts for 2.3% of the portfolio, ranked #10.

Campbell Wealth Management first reported a position in SCHM in Q4 2018 and has held it in 24 quarters since. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Campbell Wealth Management held 922,911 shares of Schwab US Mid-Cap ETF worth $25.6M as of Q4 2024.
  • Campbell Wealth Management bought 37,986 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $1.08M.
  • Schwab US Mid-Cap ETF made up 2.3% of Campbell Wealth Management's portfolio in Q4 2024, its #10 holding.
  • Campbell Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.