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Clark Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Clark Wealth Partners’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
Q1 		– Sell
-5,080
Closed -$141K – 585
2024
Q4 		$141K Buy
+5,080
New +$145K 0.11% 47

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Clark Wealth Partners's SCHM Position: Q1 2025 in Review

Clark Wealth Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 5,080 shares — an estimated $141K sold.

Clark Wealth Partners first reported a position in SCHM in Q4 2024 and held it in 1 quarter. The position peaked at $141K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Clark Wealth Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 5,080 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $141K.
  • Clark Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Clark Wealth Partners's Schwab US Mid-Cap ETF position peaked at $141K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Clark Wealth Partners's 13F filing for Q1 2025, filed 4 Feb 2026.