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Costello Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Costello Asset 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
Q4 		– Sell
-741
Closed -$22K – 722
2025
Q3 		$22K Buy
741
+3
+0.4% +$87 0.01% 361
2025
Q2 		$20.7K Sell
738
-144
-16% -$3.8K 0.01% 362
2025
Q1 		$23.1K Buy
+882
New +$24.6K 0.01% 327

Other funds holding SCHM

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
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $70.8B AUM 21.68% 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 $208B AUM 16.12% 1-Year Est. Return

Costello Asset Management's SCHM Position: Q4 2025 in Review

Costello Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 741 shares — an estimated $22K sold.

Costello Asset Management first reported a position in SCHM in Q1 2025 and held it in 3 quarters. The position peaked at $23.1K in Q1 2025. 996 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Costello Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Costello Asset Management sold 741 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $22K.
  • Costello Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and held it in 3 quarters.
  • Costello Asset Management's Schwab US Mid-Cap ETF position peaked at $23.1K in Q1 2025.
  • 996 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.