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EWA LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

EWA LLC’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
Q2 		– Sell
-7,857
Closed -$206K – 230
2025
Q1 		$206K Sell
7,857
-1,942
-20% -$54.1K 0.08% 150
2024
Q4 		$272K Sell
9,799
-21,182
-68% -$604K 0.1% 111
2024
Q3 		$297K Buy
30,981
+17,637
+132% +$469K 0.11% 95
2024
Q2 		$359K Buy
13,344
+6
+0% +$157 0.15% 68
2024
Q1 		$355K Sell
13,338
-2,832
-18% -$72.2K 0.16% 64
2023
Q4 		$404K Sell
16,170
-32,232
-67% -$738K 0.2% 48
2023
Q3 		$1.06M Buy
48,402
+1,758
+4% +$41.6K 0.69% 21
2023
Q2 		$1.1M Buy
46,644
+387
+0.8% +$8.72K 0.76% 19
2023
Q1 		$1.03M Buy
+46,257
New +$1.07M 0.77% 19

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
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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

EWA LLC's SCHM Position: Q2 2025 in Review

EWA LLC sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 7,857 shares — an estimated $206K sold.

EWA LLC first reported a position in SCHM in Q1 2023 and held it in 9 quarters. The position peaked at $1.1M in Q2 2023. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • EWA LLC reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • EWA LLC sold 7,857 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $206K.
  • EWA LLC first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 9 quarters.
  • EWA LLC's Schwab US Mid-Cap ETF position peaked at $1.1M in Q2 2023.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on EWA LLC's 13F filing for Q2 2025, filed 18 Jul 2025.