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Engineers Gate Manager’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Engineers Gate Manager’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
-42,030
Closed -$1.18M – 2481
2025
Q2 		$1.18M Buy
42,030
+12,112
+40% +$320K 0.01% 1027
2025
Q1 		$784K Sell
29,918
-16,831
-36% -$469K 0.01% 1200
2024
Q4 		$1.3M Buy
+46,749
New +$1.33M 0.02% 849

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

Engineers Gate Manager's SCHM Position: Q3 2025 in Review

Engineers Gate Manager sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 42,030 shares — an estimated $1.18M sold.

Engineers Gate Manager first reported a position in SCHM in Q4 2024 and held it in 3 quarters. The position peaked at $1.3M in Q4 2024. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Engineers Gate Manager reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 42,030 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $1.18M.
  • Engineers Gate Manager first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Engineers Gate Manager's Schwab US Mid-Cap ETF position peaked at $1.3M in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Engineers Gate Manager's 13F filing for Q3 2025, filed 14 Nov 2025.