DWM
SCHM icon

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

David 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 		$451K Buy
16,082
+4,978
+45% +$131K 0.34% 28
2025
Q1 		$291K Buy
11,104
+217
+2% +$6.04K 0.24% 37
2024
Q4 		$302K Buy
+10,887
New +$310K 0.25% 37

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

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

David Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 45% in Q2 2025, buying an estimated $131K and bringing the position to 16,082 shares worth $451K. The position accounts for 0.34% of the portfolio, ranked #28.

David Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 3 quarters since. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • David Wealth Management held 16,082 shares of Schwab US Mid-Cap ETF worth $451K as of Q2 2025.
  • David Wealth Management bought 4,978 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $131K.
  • Schwab US Mid-Cap ETF made up 0.34% of David Wealth Management's portfolio in Q2 2025, its #28 holding.
  • David Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.