GWMI
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Guardian Wealth Management (Illinois)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Guardian Wealth Management (Illinois)’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 		– Sell
-1,283
Closed -$33.6K – 172
2025
Q1 		$33.6K Buy
1,283
+1
+0.1% +$28 0.02% 118
2024
Q4 		$35.5K Buy
1,282
+1
+0.1% +$28 0.02% 124
2024
Q3 		$35.5K Buy
1,281
+3
+0.2% +$80 0.03% 124
2024
Q2 		$33.2K Sell
1,278
-252
-16% -$6.59K 0.03% 121
2024
Q1 		$41.5K Buy
1,530
+3
+0.2% +$77 0.03% 115
2023
Q4 		$38.4K Buy
1,527
+3
+0.2% +$69 0.03% 116
2023
Q3 		$34.4K Buy
1,524
+3
+0.2% +$71 0.03% 114
2023
Q2 		$36K Buy
1,521
+3
+0.2% +$68 0.03% 114
2023
Q1 		$34.4K Sell
1,518
-306
-17% -$7.05K 0.03% 123
2022
Q4 		$39.9K Buy
1,824
+3
+0.2% +$66 0.04% 123
2022
Q3 		$37K Buy
1,821
+6
+0.3% +$134 0.04% 121
2022
Q2 		$38K Buy
1,815
+3
+0.2% +$69 0.04% 121
2022
Q1 		$46K Buy
1,812
+6
+0.3% +$150 0.05% 126
2021
Q4 		$48K Buy
+1,806
New +$48.2K 0.05% 123

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $4.14B AUM 21.49% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SCHM Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 1,283 shares — an estimated $33.6K sold.

Guardian Wealth Management (Illinois) first reported a position in SCHM in Q4 2021 and held it in 14 quarters. The position peaked at $48K in Q4 2021. 946 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,283 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $33.6K.
  • Guardian Wealth Management (Illinois) first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Schwab US Mid-Cap ETF position peaked at $48K in Q4 2021.
  • 946 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.