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Farmers & Merchants Investments Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Farmers & Merchants Investments Inc’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
-951
Closed -$24.9K – 1765
2025
Q1 		$24.9K Hold
951
– – ﹤0.01% 515
2024
Q4 		$26.4K Hold
951
– – ﹤0.01% 529
2024
Q3 		$26.3K Hold
951
– – ﹤0.01% 533
2024
Q2 		$24.7K Buy
+951
New +$24.9K ﹤0.01% 527

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MGIA
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AA
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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 $4.14B AUM 21.49% 1-Year Est. Return

Farmers & Merchants Investments Inc's SCHM Position: Q2 2025 in Review

Farmers & Merchants Investments Inc sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 951 shares — an estimated $24.9K sold.

Farmers & Merchants Investments Inc first reported a position in SCHM in Q2 2024 and held it in 4 quarters. The position peaked at $26.4K in Q4 2024. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Farmers & Merchants Investments Inc reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 951 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $24.9K.
  • Farmers & Merchants Investments Inc first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's Schwab US Mid-Cap ETF position peaked at $26.4K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.