Glass Jacobson Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Glass Jacobson Investment 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	-17,357	Closed	-$481K	–	790
2025 Q1	$481K	Hold	17,357	–	–	0.16%	146
2024 Q4	$481K	Sell	17,357 -43	-0.2%	-$1.23K	0.16%	146
2024 Q3	$482K	Buy	17,400 +3	+0%	+$80	0.16%	147
2024 Q2	$451K	Buy	17,397 +3,690	+27%	+$96.5K	0.16%	140
2024 Q1	$372K	Buy	13,707 +3	+0%	+$77	0.14%	161
2023 Q4	$344K	Buy	13,704 +618	+5%	+$14.2K	0.14%	159
2023 Q3	$295K	Buy	13,086 +8,754	+202%	+$207K	0.14%	161
2023 Q2	$103K	Buy	+4,332	New	+$97.6K	0.05%	259
2022 Q4	$102K	Buy	+4,659	New	+$102K	0.05%	268

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

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

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

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

Glass Jacobson Investment Advisors's SCHM Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 17,357 shares — an estimated $481K sold.

Glass Jacobson Investment Advisors first reported a position in SCHM in Q4 2022 and held it in 9 quarters. The position peaked at $482K in Q3 2024. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 17,357 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $481K.
Glass Jacobson Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Schwab US Mid-Cap ETF position peaked at $482K in Q3 2024.
945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.