Envestnet Portfolio Solutions
SCHM icon

Envestnet Portfolio Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Envestnet Portfolio Solutions’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
-185,819
Closed -$5.15M – 1745
2024
Q4 		$5.15M Sell
185,819
-33,901
-15% -$966K 0.02% 388
2024
Q3 		$6.09M Buy
219,720
+5,235
+2% +$139K 0.02% 345
2024
Q2 		$5.56M Buy
214,485
+6,138
+3% +$161K 0.02% 344
2024
Q1 		$5.66M Buy
208,347
+38,121
+22% +$972K 0.02% 348
2023
Q4 		$4.27M Buy
170,226
+63,534
+60% +$1.46M 0.02% 370
2023
Q3 		$2.41M Buy
+106,692
New +$2.53M 0.01% 495

Other funds holding SCHM

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Envestnet Portfolio Solutions's SCHM Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 185,819 shares — an estimated $5.15M sold.

Envestnet Portfolio Solutions first reported a position in SCHM in Q3 2023 and held it in 6 quarters. The position peaked at $6.09M in Q3 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 185,819 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $5.15M.
  • Envestnet Portfolio Solutions first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Schwab US Mid-Cap ETF position peaked at $6.09M in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.