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Graypoint LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Graypoint LLC’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 		$1.21M Sell
43,278
-779
-2% -$20.6K 0.07% 187
2025
Q1 		$1.15M Sell
44,057
-32
-0.1% -$891 0.07% 177
2024
Q4 		$1.22M Sell
44,089
-1,289
-3% -$36.7K 0.07% 171
2024
Q3 		$1.26M Sell
45,378
-1,299
-3% -$34.5K 0.08% 164
2024
Q2 		$1.21M Sell
46,677
-150
-0.3% -$3.92K 0.08% 160
2024
Q1 		$1.27M Sell
46,827
-897
-2% -$22.9K 0.09% 154
2023
Q4 		$1.2M Sell
47,724
-2,988
-6% -$68.5K 0.1% 148
2023
Q3 		$1.14M Buy
+50,712
New +$1.2M 0.11% 136

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Graypoint LLC's SCHM Position: Q2 2025 in Review

Graypoint LLC reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q2 2025, selling an estimated $20.6K and leaving 43,278 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #187.

Graypoint LLC first reported a position in SCHM in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.27M in Q1 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Graypoint LLC held 43,278 shares of Schwab US Mid-Cap ETF worth $1.21M as of Q2 2025.
  • Graypoint LLC sold 779 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $20.6K.
  • Schwab US Mid-Cap ETF made up 0.07% of Graypoint LLC's portfolio in Q2 2025, its #187 holding.
  • Graypoint LLC first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 8 quarters since.
  • Graypoint LLC's Schwab US Mid-Cap ETF position peaked at $1.27M in Q1 2024.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.