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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Fairfield Financial Advisors's SCHM Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 505 shares — an estimated $14K sold.

Fairfield Financial Advisors first reported a position in SCHM in Q1 2022 and held it in 11 quarters. The position peaked at $14K in Q4 2024. 914 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

Fairfield Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 505 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $14K.
Fairfield Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Schwab US Mid-Cap ETF position peaked at $14K in Q4 2024.
914 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.