CIG
SCHM icon

CHB Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CHB Investment Group’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 		$1.3M Sell
46,295
-1,953
-4% -$51.5K 0.66% 52
2025
Q1 		$1.26M Sell
48,248
-2,070
-4% -$57.6K 0.67% 56
2024
Q4 		$1.39M Sell
50,318
-1,876
-4% -$53.5K 0.76% 56
2024
Q3 		$1.45M Buy
+52,194
New +$1.39M 0.77% 57

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

CHB Investment Group's SCHM Position: Q2 2025 in Review

CHB Investment Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4% in Q2 2025, selling an estimated $51.5K and leaving 46,295 shares worth $1.3M. The position accounts for 0.66% of the portfolio, ranked #52.

CHB Investment Group first reported a position in SCHM in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.45M in Q3 2024. 946 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • CHB Investment Group held 46,295 shares of Schwab US Mid-Cap ETF worth $1.3M as of Q2 2025.
  • CHB Investment Group sold 1,953 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $51.5K.
  • Schwab US Mid-Cap ETF made up 0.66% of CHB Investment Group's portfolio in Q2 2025, its #52 holding.
  • CHB Investment Group first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's Schwab US Mid-Cap ETF position peaked at $1.45M in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.