FinDec Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

FinDec Wealth Services’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	-7,282	Closed	-$202K	–	41
2024 Q4	$202K	Sell	7,282 -3,089	-30%	-$88K	0.14%	38
2024 Q3	$287K	Buy	10,371 +69	+0.7%	+$1.83K	0.17%	35
2024 Q2	$267K	Sell	10,302 -831	-7%	-$21.7K	0.17%	35
2024 Q1	$302K	Sell	11,133 -372	-3%	-$9.49K	0.19%	37
2023 Q4	$289K	Buy	11,505 +138	+1%	+$3.16K	0.19%	38
2023 Q3	$256K	Sell	11,367 -2,289	-17%	-$54.2K	0.19%	40
2023 Q2	$323K	Sell	13,656 -7,593	-36%	-$171K	0.23%	37
2023 Q1	$481K	Sell	21,249 -948	-4%	-$21.8K	0.36%	32
2022 Q4	$485K	Buy	+22,197	New	+$486K	0.4%	31

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWMT

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

FinDec Wealth Services's SCHM Position: Q1 2025 in Review

FinDec Wealth Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 7,282 shares — an estimated $202K sold.

FinDec Wealth Services first reported a position in SCHM in Q4 2022 and held it in 9 quarters. The position peaked at $485K in Q4 2022. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

FinDec Wealth Services reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
FinDec Wealth Services sold 7,282 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $202K.
FinDec Wealth Services first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 9 quarters.
FinDec Wealth Services's Schwab US Mid-Cap ETF position peaked at $485K in Q4 2022.
911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on FinDec Wealth Services's 13F filing for Q1 2025, filed 15 May 2025.