GPS Wealth Strategies Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

GPS Wealth Strategies 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	-174	Closed	-$5.17K	–	1392
2025 Q3	$5.17K	Hold	174	–	–	﹤0.01%	1255
2025 Q2	$4.89K	Hold	174	–	–	﹤0.01%	1206
2025 Q1	$4.56K	Buy	174 +20	+13%	+$557	﹤0.01%	1180
2024 Q4	$4.26K	Buy	154 +1	+0.7%	+$28	﹤0.01%	1121
2024 Q3	$4.25K	Hold	153	–	–	﹤0.01%	1134
2024 Q2	$3.97K	Buy	153 +123	+410%	+$3.22K	﹤0.01%	1106
2024 Q1	$814	Hold	30	–	–	﹤0.01%	1179
2023 Q4	$753	Hold	30	–	–	﹤0.01%	1175
2023 Q3	$677	Hold	30	–	–	﹤0.01%	1198
2023 Q2	$710	Hold	30	–	–	﹤0.01%	1181
2023 Q1	$679	Buy	+30	New	+$691	﹤0.01%	1179

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

GPS Wealth Strategies Group's SCHM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 174 shares — an estimated $5.17K sold.

GPS Wealth Strategies Group first reported a position in SCHM in Q1 2023 and held it in 11 quarters. The position peaked at $5.17K in Q3 2025. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 174 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $5.17K.
GPS Wealth Strategies Group first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's Schwab US Mid-Cap ETF position peaked at $5.17K in Q3 2025.
1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.