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Elevate Wealth Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Elevate Wealth Advisory’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
Q3 		– Sell
-789
Closed -$22.1K – 130
2025
Q2 		$22.1K Buy
+789
New +$20.8K 0.02% 114

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MGIA
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AA
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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
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JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Elevate Wealth Advisory's SCHM Position: Q3 2025 in Review

Elevate Wealth Advisory sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 789 shares — an estimated $22.1K sold.

Elevate Wealth Advisory first reported a position in SCHM in Q2 2025 and held it in 1 quarter. The position peaked at $22.1K in Q2 2025. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Elevate Wealth Advisory reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 789 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $22.1K.
  • Elevate Wealth Advisory first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Elevate Wealth Advisory's Schwab US Mid-Cap ETF position peaked at $22.1K in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Elevate Wealth Advisory's 13F filing for Q3 2025, filed 24 Oct 2025.