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Goldstone Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Goldstone Financial Group’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
Q4 		– Sell
-8,732
Closed -$259K – 225
2025
Q3 		$259K Buy
+8,732
New +$254K 0.03% 194

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Goldstone Financial Group's SCHM Position: Q4 2025 in Review

Goldstone Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 8,732 shares — an estimated $259K sold.

Goldstone Financial Group first reported a position in SCHM in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Goldstone Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 8,732 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $259K.
  • Goldstone Financial Group first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Goldstone Financial Group's Schwab US Mid-Cap ETF position peaked at $259K in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Goldstone Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.