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

Congress 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
Q2 		$6.41M Sell
228,624
-1,836
-0.8% -$48.4K 0.06% 338
2025
Q1 		$6.06M Buy
230,460
+32,604
+16% +$908K 0.07% 297
2024
Q4 		$5.48M Buy
197,856
+5,913
+3% +$168K 0.08% 275
2024
Q3 		$5.32M Buy
191,943
+708
+0.4% +$18.8K 0.07% 286
2024
Q2 		$4.96M Sell
191,235
-2,088
-1% -$54.6K 0.08% 248
2024
Q1 		$5.25M Sell
193,323
-4,944
-2% -$126K 0.09% 223
2023
Q4 		$4.98M Sell
198,267
-5,124
-3% -$117K 0.09% 224
2023
Q3 		$4.59M Sell
203,391
-61,719
-23% -$1.46M 0.09% 223
2023
Q2 		$6.28M Sell
265,110
-8,937
-3% -$201K 0.15% 166
2023
Q1 		$6.2M Buy
274,047
+6,453
+2% +$149K 0.15% 168
2022
Q4 		$5.85M Sell
267,594
-6,408
-2% -$140K 0.15% 173
2022
Q3 		$5.53M Buy
274,002
+672
+0.2% +$15K 0.15% 173
2022
Q2 		$5.71M Buy
273,330
+16,476
+6% +$380K 0.15% 173
2022
Q1 		$6.49M Sell
256,854
-71,550
-22% -$1.79M 0.14% 180
2021
Q4 		$8.8M Buy
+328,404
New +$8.76M 0.18% 167

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

Congress Wealth Management's SCHM Position: Q2 2025 in Review

Congress Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.8% in Q2 2025, selling an estimated $48.4K and leaving 228,624 shares worth $6.41M. The position accounts for 0.06% of the portfolio, ranked #338.

Congress Wealth Management first reported a position in SCHM in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.8M in Q4 2021. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Congress Wealth Management held 228,624 shares of Schwab US Mid-Cap ETF worth $6.41M as of Q2 2025.
  • Congress Wealth Management sold 1,836 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $48.4K.
  • Schwab US Mid-Cap ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #338 holding.
  • Congress Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Schwab US Mid-Cap ETF position peaked at $8.8M in Q4 2021.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.