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

Flaharty 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
Q2 		– Sell
-123
Closed -$3.22K – 410
2025
Q1 		$3.22K Buy
+123
New +$3.42K ﹤0.01% 412

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MGIA
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AA
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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

Flaharty Asset Management's SCHM Position: Q2 2025 in Review

Flaharty Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 123 shares — an estimated $3.22K sold.

Flaharty Asset Management first reported a position in SCHM in Q1 2025 and held it in 1 quarter. The position peaked at $3.22K in Q1 2025. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Flaharty Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 123 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $3.22K.
  • Flaharty Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Flaharty Asset Management's Schwab US Mid-Cap ETF position peaked at $3.22K in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.