Guerra Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Guerra 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 Q3	$33.1K	Buy	+1,117	New	+$32.5K	0.01%	183

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 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

Guerra Advisors's SCHM Position: Q3 2025 in Review

Guerra Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2025: 1,117 shares worth $33.1K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings.

943 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

Guerra Advisors held 1,117 shares of Schwab US Mid-Cap ETF worth $33.1K as of Q3 2025.
Schwab US Mid-Cap ETF was a new Guerra Advisors position in Q3 2025.
Schwab US Mid-Cap ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #183 holding.
943 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.