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First Horizon Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Horizon Advisors’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
-222
Closed -$5.82K – 2478
2025
Q1 		$5.82K Hold
222
– – ﹤0.01% 1773
2024
Q4 		$6.15K Hold
222
– – ﹤0.01% 1758
2024
Q3 		$6.15K Sell
222
-117
-35% -$3.11K ﹤0.01% 1757
2024
Q2 		$8.79K Hold
339
– – ﹤0.01% 1586
2024
Q1 		$9.2K Hold
339
– – ﹤0.01% 1618
2023
Q4 		$8.51K Sell
339
-615
-64% -$14.1K ﹤0.01% 1645
2023
Q3 		$21.5K Buy
954
+60
+7% +$1.42K ﹤0.01% 1227
2023
Q2 		$21.2K Sell
894
-6
-0.7% -$135 ﹤0.01% 1246
2023
Q1 		$20.4K Sell
900
-1,842
-67% -$42.4K ﹤0.01% 1259
2022
Q4 		$60K Hold
2,742
– – ﹤0.01% 785
2022
Q3 		$55K Sell
2,742
-3,087
-53% -$68.9K ﹤0.01% 813
2022
Q2 		$121K Buy
5,829
+3,453
+145% +$79.7K ﹤0.01% 598
2022
Q1 		$60K Sell
2,376
-1,446
-38% -$36.2K ﹤0.01% 592
2021
Q4 		$102K Sell
3,822
-1,398
-27% -$37.3K ﹤0.01% 674
2021
Q3 		$133K Hold
5,220
– – ﹤0.01% 596
2021
Q2 		$135K Hold
5,220
– – 0.01% 473
2021
Q1 		$129K Buy
5,220
+405
+8% +$9.82K 0.01% 454
2020
Q4 		$109K Buy
4,815
+1,455
+43% +$30.3K 0.01% 417
2020
Q3 		$62K Hold
3,360
– – ﹤0.01% 482
2020
Q2 		$59K Hold
3,360
– – ﹤0.01% 487
2020
Q1 		$47K Buy
3,360
+300
+10% +$5.49K ﹤0.01% 496
2019
Q4 		$61K Sell
3,060
-354
-10% -$6.85K ﹤0.01% 530
2019
Q3 		$64K Buy
3,414
+354
+12% +$6.69K 0.01% 499
2019
Q2 		$58K Sell
3,060
-753
-20% -$14.1K ﹤0.01% 542
2019
Q1 		$70K Buy
3,813
+540
+16% +$9.65K 0.01% 465
2018
Q4 		$52K Hold
3,273
– – ﹤0.01% 507
2018
Q3 		$62K Buy
3,273
+2,148
+191% +$40.9K ﹤0.01% 531
2018
Q2 		$21K Buy
+1,125
New +$20.3K ﹤0.01% 889
2015
Q1 		– Sell
-600
Closed -$8K – 1556
2014
Q4 		$8K Buy
+600
New +$7.9K ﹤0.01% 1114

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

First Horizon Advisors's SCHM Position: Q2 2025 in Review

First Horizon Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 222 shares — an estimated $5.82K sold.

First Horizon Advisors first reported a position in SCHM in Q4 2014 and held it in 29 quarters. The position peaked at $135K in Q2 2021. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • First Horizon Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • First Horizon Advisors sold 222 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $5.82K.
  • First Horizon Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and held it in 29 quarters.
  • First Horizon Advisors's Schwab US Mid-Cap ETF position peaked at $135K in Q2 2021.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.