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Financial Gravity Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Financial Gravity Asset Management’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
-8,821
Closed -$261K – 901
2025
Q3 		$261K Buy
+8,821
New +$257K 0.05% 128
2024
Q2 		$19.1K Buy
+738
New +$19.3K ﹤0.01% 399

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Creative Planning
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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

Financial Gravity Asset Management's SCHM Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 8,821 shares — an estimated $261K sold.

Financial Gravity Asset Management first reported a position in SCHM in Q2 2024 and held it in 2 quarters. The position peaked at $261K in Q3 2025. 997 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 8,821 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $261K.
  • Financial Gravity Asset Management first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 2 quarters.
  • Financial Gravity Asset Management's Schwab US Mid-Cap ETF position peaked at $261K in Q3 2025.
  • 997 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.