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Consolidated Portfolio Review Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Consolidated Portfolio Review Corp’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
-44,558
Closed -$1.32M – 326
2025
Q3 		$1.32M Sell
44,558
-401
-0.9% -$11.7K 0.17% 140
2025
Q2 		$1.26M Sell
44,959
-144
-0.3% -$3.8K 0.17% 132
2025
Q1 		$1.18M Sell
45,103
-194
-0.4% -$5.4K 0.19% 125
2024
Q4 		$1.26M Buy
+45,297
New +$1.29M 0.2% 119

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $82.7B AUM 28.53% 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 $250B AUM 21.32% 1-Year Est. Return

Consolidated Portfolio Review Corp's SCHM Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 44,558 shares — an estimated $1.32M sold.

Consolidated Portfolio Review Corp first reported a position in SCHM in Q4 2024 and held it in 4 quarters. The position peaked at $1.32M in Q3 2025. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 44,558 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $1.32M.
  • Consolidated Portfolio Review Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's Schwab US Mid-Cap ETF position peaked at $1.32M in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.