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

EWG Elevate’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 		$919K Sell
31,004
-378
-1% -$11K 0.29% 65
2025
Q2 		$880K Sell
31,382
-1,148
-4% -$30.3K 0.27% 75
2025
Q1 		$852K Sell
32,530
-195,850
-86% -$5.45M 0.32% 57
2024
Q4 		$6.33M Sell
228,380
-18,064
-7% -$515K 1.93% 13
2024
Q3 		$6.83M Buy
246,444
+43,887
+22% +$1.17M 2.74% 11
2024
Q2 		$5.25M Sell
202,557
-1,875
-0.9% -$49.1K 1.92% 15
2024
Q1 		$5.55M Sell
204,432
-26,883
-12% -$686K 2.11% 15
2023
Q4 		$5.81M Sell
231,315
-9,681
-4% -$222K 2.41% 13
2023
Q3 		$5.44M Sell
240,996
-2,382
-1% -$56.4K 2.46% 13
2023
Q2 		$5.76M Sell
243,378
-48,513
-17% -$1.09M 2.38% 16
2023
Q1 		$6.6M Sell
291,891
-31,881
-10% -$734K 2.82% 12
2022
Q4 		$7.08M Buy
323,772
+13,749
+4% +$301K 3.57% 6
2022
Q3 		$6.25M Sell
310,023
-195
-0.1% -$4.35K 3.53% 9
2022
Q2 		$6.49M Buy
310,218
+4,404
+1% +$102K 3.16% 12
2022
Q1 		$7.73M Buy
305,814
+25,983
+9% +$651K 3.03% 9
2021
Q4 		$7.5M Buy
279,831
+10,680
+4% +$285K 3.69% 6
2021
Q3 		$6.88M Buy
269,151
+12,651
+5% +$331K 2.84% 9
2021
Q2 		$6.73M Buy
256,500
+3,501
+1% +$90.4K 2.61% 11
2021
Q1 		$6.28M Buy
252,999
+5,247
+2% +$127K 2.78% 13
2020
Q4 		$5.63M Sell
247,752
-3,387
-1% -$70.6K 2.59% 13
2020
Q3 		$4.64M Buy
251,139
+9,105
+4% +$169K 2.7% 17
2020
Q2 		$4.25M Buy
242,034
+3,072
+1% +$50.1K 2.87% 14
2020
Q1 		$3.36M Buy
238,962
+73,614
+45% +$1.35M 2.54% 15
2019
Q4 		$3.31M Buy
+165,348
New +$3.2M 1.8% 18

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
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 $70.8B AUM 21.68% 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

EWG Elevate's SCHM Position: Q3 2025 in Review

EWG Elevate reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q3 2025, selling an estimated $11K and leaving 31,004 shares worth $919K. The position accounts for 0.29% of the portfolio, ranked #65.

EWG Elevate first reported a position in SCHM in Q4 2019 and has held it in 24 quarters since. The position peaked at $7.73M in Q1 2022. 943 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • EWG Elevate held 31,004 shares of Schwab US Mid-Cap ETF worth $919K as of Q3 2025.
  • EWG Elevate sold 378 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $11K.
  • Schwab US Mid-Cap ETF made up 0.29% of EWG Elevate's portfolio in Q3 2025, its #65 holding.
  • EWG Elevate first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • EWG Elevate's Schwab US Mid-Cap ETF position peaked at $7.73M in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.