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Edge Capital Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Edge Capital Group’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
2024
Q4 		$1.54M Hold
55,551
– – 0.07% 140
2024
Q3 		$1.54M Hold
55,551
– – 0.07% 139
2024
Q2 		$1.44M Hold
55,551
– – 0.07% 139
2024
Q1 		$1.51M Hold
55,551
– – 0.08% 140
2023
Q4 		$1.39M Sell
55,551
-1,992
-3% -$45.6K 0.08% 141
2023
Q3 		$1.3M Hold
57,543
– – 0.08% 136
2023
Q2 		$1.36M Hold
57,543
– – 0.08% 151
2023
Q1 		$1.3M Hold
57,543
– – 0.08% 151
2022
Q4 		$1.26M Hold
57,543
– – 0.09% 127
2022
Q3 		$1.16M Hold
57,543
– – 0.1% 122
2022
Q2 		$1.2M Sell
57,543
-5,157
-8% -$119K 0.1% 134
2022
Q1 		$1.58M Buy
62,700
+18
+0% +$451 0.11% 119
2021
Q4 		$1.68M Buy
62,682
+18
+0% +$480 0.12% 112
2021
Q3 		$1.6M Buy
62,664
+18
+0% +$470 0.13% 113
2021
Q2 		$1.63M Buy
62,646
+12
+0% +$310 0.13% 111
2021
Q1 		$1.55M Buy
62,634
+9
+0% +$218 0.13% 105
2020
Q4 		$1.42M Buy
62,625
+21
+0% +$438 0.12% 114
2020
Q3 		$1.16M Buy
62,604
+18
+0% +$333 0.12% 111
2020
Q2 		$1.1M Buy
62,586
+15
+0% +$244 0.11% 113
2020
Q1 		$879K Buy
62,571
+24
+0% +$439 0.1% 114
2019
Q4 		$1.25M Buy
62,547
+45
+0.1% +$871 0.12% 105
2019
Q3 		$1.18M Buy
62,502
+18
+0% +$340 0.12% 107
2019
Q2 		$1.19M Hold
62,484
– – 0.11% 114
2019
Q1 		$1.15M Buy
62,484
+15
+0% +$268 0.11% 107
2018
Q4 		$998K Buy
+62,469
New +$1.09M 0.11% 108

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Capital Group's SCHM Position: Q4 2024 in Review

Edge Capital Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q4 2024 at 55,551 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #140.

Edge Capital Group first reported a position in SCHM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.68M in Q4 2021. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Edge Capital Group held 55,551 shares of Schwab US Mid-Cap ETF worth $1.54M as of Q4 2024.
  • Edge Capital Group left its Schwab US Mid-Cap ETF share count unchanged in Q4 2024.
  • Schwab US Mid-Cap ETF made up 0.07% of Edge Capital Group's portfolio in Q4 2024, its #140 holding.
  • Edge Capital Group first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Schwab US Mid-Cap ETF position peaked at $1.68M in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.