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Heritage Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Heritage Wealth Partners’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 		$393K Buy
15,007
+45
+0.3% +$1.25K 0.6% 33
2024
Q4 		$415K Buy
14,962
+61
+0.4% +$1.74K 0.52% 39
2024
Q3 		$413K Buy
14,901
+105
+0.7% +$2.79K 0.49% 40
2024
Q2 		$384K Buy
+14,796
New +$387K 0.56% 37

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Creative Planning
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HighTower Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
UBS Group
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

Heritage Wealth Partners's SCHM Position: Q1 2025 in Review

Heritage Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.3% in Q1 2025, buying an estimated $1.25K and bringing the position to 15,007 shares worth $393K. The position accounts for 0.6% of the portfolio, ranked #33.

Heritage Wealth Partners first reported a position in SCHM in Q2 2024 and has held it in 4 quarters since. The position peaked at $415K in Q4 2024. 913 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Heritage Wealth Partners held 15,007 shares of Schwab US Mid-Cap ETF worth $393K as of Q1 2025.
  • Heritage Wealth Partners bought 45 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $1.25K.
  • Schwab US Mid-Cap ETF made up 0.6% of Heritage Wealth Partners's portfolio in Q1 2025, its #33 holding.
  • Heritage Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • Heritage Wealth Partners's Schwab US Mid-Cap ETF position peaked at $415K in Q4 2024.
  • 913 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.