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

Financial Counselors 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
-19,367
Closed -$507K – 426
2025
Q1 		$507K Buy
19,367
+63
+0.3% +$1.75K 0.01% 408
2024
Q4 		$535K Sell
19,304
-37
-0.2% -$1.05K 0.01% 403
2024
Q3 		$536K Sell
19,341
-1,620
-8% -$43.1K 0.01% 419
2024
Q2 		$544K Buy
20,961
+3,120
+17% +$81.6K 0.01% 389
2024
Q1 		$484K Sell
17,841
-99
-0.6% -$2.52K 0.01% 424
2023
Q4 		$450K Buy
17,940
+300
+2% +$6.87K 0.01% 423
2023
Q3 		$398K Sell
17,640
-900
-5% -$21.3K 0.01% 423
2023
Q2 		$439K Buy
18,540
+900
+5% +$20.3K 0.01% 377
2023
Q1 		$399K Hold
17,640
– – 0.01% 393
2022
Q4 		$386K Sell
17,640
-14,895
-46% -$326K 0.01% 401
2022
Q3 		$656K Buy
+32,535
New +$726K 0.02% 325

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
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 $3.63B AUM 17.91% 1-Year Est. Return

Financial Counselors Inc's SCHM Position: Q2 2025 in Review

Financial Counselors Inc sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 19,367 shares — an estimated $507K sold.

Financial Counselors Inc first reported a position in SCHM in Q3 2022 and held it in 11 quarters. The position peaked at $656K in Q3 2022. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Financial Counselors Inc reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 19,367 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $507K.
  • Financial Counselors Inc first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and held it in 11 quarters.
  • Financial Counselors Inc's Schwab US Mid-Cap ETF position peaked at $656K in Q3 2022.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.