GIM
SCHM icon

Glenmede Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Glenmede Investment 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
Q3 		$140K Sell
4,718
-2,797
-37% -$81.4K ﹤0.01% 1313
2025
Q2 		$211K Buy
+7,515
New +$198K ﹤0.01% 1218

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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

Glenmede Investment Management's SCHM Position: Q3 2025 in Review

Glenmede Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 37% in Q3 2025, selling an estimated $81.4K and leaving 4,718 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Glenmede Investment Management first reported a position in SCHM in Q2 2025 and has held it in 2 quarters since. The position peaked at $211K in Q2 2025. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Glenmede Investment Management held 4,718 shares of Schwab US Mid-Cap ETF worth $140K as of Q3 2025.
  • Glenmede Investment Management sold 2,797 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $81.4K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #1313 holding.
  • Glenmede Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • Glenmede Investment Management's Schwab US Mid-Cap ETF position peaked at $211K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.