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Grey Fox Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-2,144
Closed -$63.5K – 511
2025
Q3 		$63.5K Buy
+2,144
New +$62.4K 0.01% 240
2023
Q2 		– Sell
-2,502
Closed -$56.6K – 431
2023
Q1 		$56.6K Buy
2,502
+9
+0.4% +$207 0.03% 176
2022
Q4 		$54.5K Buy
+2,493
New +$54.6K 0.04% 156

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Grey Fox Wealth Advisors's SCHM Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 2,144 shares — an estimated $63.5K sold.

Grey Fox Wealth Advisors first reported a position in SCHM in Q4 2022 and held it in 3 quarters. The position peaked at $63.5K in Q3 2025. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 2,144 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $63.5K.
  • Grey Fox Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $63.5K in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.