FFA
SCHM icon

Fairfield Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fairfield Financial Advisors’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
-505
Closed -$14K – 168
2024
Q4 		$14K Buy
505
+1
+0.2% +$28 ﹤0.01% 188
2024
Q3 		$13.9K Buy
504
+6
+1% +$160 ﹤0.01% 203
2024
Q2 		$13K Buy
+498
New +$13K ﹤0.01% 197
2023
Q4 		$12.5K Buy
498
+3
+0.6% +$69 ﹤0.01% 225
2023
Q3 		$11.2K Hold
495
– – ﹤0.01% 214
2023
Q2 		$11.7K Buy
495
+3
+0.6% +$68 ﹤0.01% 226
2023
Q1 		$10.9K Buy
492
+3
+0.6% +$69 ﹤0.01% 234
2022
Q4 		$10.7K Buy
489
+3
+0.6% +$66 ﹤0.01% 214
2022
Q3 		$9.83K Hold
486
– – ﹤0.01% 216
2022
Q2 		$10.1K Buy
486
+3
+0.6% +$69 ﹤0.01% 204
2022
Q1 		$12.2K Buy
+483
New +$12.1K ﹤0.01% 209

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