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Garde Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Garde Capital’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
Q3 		– Sell
-168
Closed -$4.71K – 688
2025
Q2 		$4.71K Hold
168
– – ﹤0.01% 563
2025
Q1 		$4.4K Buy
+168
New +$4.68K ﹤0.01% 550

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HighTower Advisors
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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
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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Garde Capital's SCHM Position: Q3 2025 in Review

Garde Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 168 shares — an estimated $4.71K sold.

Garde Capital first reported a position in SCHM in Q1 2025 and held it in 2 quarters. The position peaked at $4.71K in Q2 2025. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Garde Capital reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 168 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $4.71K.
  • Garde Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and held it in 2 quarters.
  • Garde Capital's Schwab US Mid-Cap ETF position peaked at $4.71K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.