GS Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

GS Investments’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 Q1	–	Sell	-70	Closed	-$1.93K	–	130
2024 Q4	$1.93K	Sell	70 -140	-67%	-$3.99K	﹤0.01%	118
2024 Q3	$5.79K	Hold	210	–	–	﹤0.01%	109
2024 Q2	$5.43K	Hold	210	–	–	﹤0.01%	110
2024 Q1	$5.68K	Hold	210	–	–	﹤0.01%	113
2023 Q4	$5.25K	Hold	210	–	–	﹤0.01%	115
2023 Q3	$4.72K	Hold	210	–	–	﹤0.01%	117
2023 Q2	$4.95K	Hold	210	–	–	﹤0.01%	117
2023 Q1	$4.73K	Hold	210	–	–	﹤0.01%	125
2022 Q4	$4.57K	Hold	210	–	–	﹤0.01%	126
2022 Q3	$4K	Hold	210	–	–	﹤0.01%	128
2022 Q2	$5K	Hold	210	–	–	﹤0.01%	130
2022 Q1	$5K	Hold	210	–	–	﹤0.01%	132
2021 Q4	$6K	Buy	210 +3	+1%	+$80	﹤0.01%	127
2021 Q3	$5K	Buy	+207	New	+$5.41K	﹤0.01%	129
2021 Q1	–	Sell	-207	Closed	-$5K	–	111
2020 Q4	$5K	Buy	+207	New	+$4.32K	﹤0.01%	114
2020 Q3	–	Sell	-204	Closed	-$3.6K	–	101
2020 Q2	$3.6K	Hold	204	–	–	﹤0.01%	102
2020 Q1	$2.87K	Sell	204 -6	-3%	-$110	﹤0.01%	99
2019 Q4	$3.84K	Buy	210 +9	+4%	+$174	﹤0.01%	108
2019 Q3	$3.8K	Hold	201	–	–	﹤0.01%	107
2019 Q2	$3.82K	Hold	201	–	–	﹤0.01%	107
2019 Q1	$3.71K	Sell	201 -12	-6%	-$214	﹤0.01%	108
2018 Q4	$3.39K	Buy	213 +3	+1%	+$52	﹤0.01%	113
2018 Q3	$4.06K	Hold	210	–	–	﹤0.01%	113
2018 Q2	$3.84K	Buy	210 +27	+15%	+$488	﹤0.01%	114
2018 Q1	$3.23K	Hold	183	–	–	﹤0.01%	109
2017 Q4	$3.24K	Buy	+183	New	+$3.16K	﹤0.01%	106

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GS Investments's SCHM Position: Q1 2025 in Review

GS Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 70 shares — an estimated $1.93K sold.

GS Investments first reported a position in SCHM in Q4 2017 and held it in 26 quarters. The position peaked at $6K in Q4 2021. 913 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

GS Investments reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
GS Investments sold 70 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $1.93K.
GS Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 26 quarters.
GS Investments's Schwab US Mid-Cap ETF position peaked at $6K in Q4 2021.
913 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on GS Investments's 13F filing for Q1 2025, filed 8 May 2025.