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EnRich Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-2,772
Closed -$76.8K – 185
2024
Q4 		$76.8K Buy
2,772
+81
+3% +$2.31K 0.03% 86
2024
Q3 		$74.5K Sell
2,691
-6
-0.2% -$160 0.02% 90
2024
Q2 		$70K Hold
2,697
– – 0.03% 88
2024
Q1 		$73.2K Buy
+2,697
New +$68.8K 0.03% 81

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LWMT
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EnRich Financial Partners's SCHM Position: Q1 2025 in Review

EnRich Financial Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 2,772 shares — an estimated $76.8K sold.

EnRich Financial Partners first reported a position in SCHM in Q1 2024 and held it in 4 quarters. The position peaked at $76.8K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • EnRich Financial Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 2,772 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $76.8K.
  • EnRich Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Schwab US Mid-Cap ETF position peaked at $76.8K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.