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

Farnam Financial’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
Q4 		– Sell
-8,881
Closed -$263K – 55
2025
Q3 		$263K Buy
8,881
+1
+0% +$29 0.2% 48
2025
Q2 		$249K Hold
8,880
– – 0.22% 45
2025
Q1 		$233K Buy
8,880
+23
+0.3% +$641 0.24% 44
2024
Q4 		$245K Buy
8,857
+1
+0% +$28 0.26% 41
2024
Q3 		$245K Buy
+8,856
New +$236K 0.27% 41

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Farnam Financial's SCHM Position: Q4 2025 in Review

Farnam Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 8,881 shares — an estimated $263K sold.

Farnam Financial first reported a position in SCHM in Q3 2024 and held it in 5 quarters. The position peaked at $263K in Q3 2025. 998 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Farnam Financial reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Farnam Financial sold 8,881 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $263K.
  • Farnam Financial first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and held it in 5 quarters.
  • Farnam Financial's Schwab US Mid-Cap ETF position peaked at $263K in Q3 2025.
  • 998 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Farnam Financial's 13F filing for Q4 2025, filed 26 Jan 2026.