Hill Island Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hill Island Financial’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	-20,334	Closed	-$563K	–	70
2024 Q4	$563K	Hold	20,334	–	–	0.16%	44
2024 Q3	$563K	Hold	20,334	–	–	0.17%	39
2024 Q2	$528K	Hold	20,334	–	–	0.17%	39
2024 Q1	$552K	Hold	20,334	–	–	0.18%	39
2023 Q4	$511K	Hold	20,334	–	–	0.17%	41
2023 Q3	$459K	Hold	20,334	–	–	0.18%	37
2023 Q2	$481K	Hold	20,334	–	–	0.18%	40
2023 Q1	$450K	Hold	20,334	–	–	0.18%	41
2022 Q4	$445K	Buy	20,334 +105	+0.5%	+$2.3K	0.19%	42
2022 Q3	$408K	Buy	20,229 +93	+0.5%	+$2.08K	0.19%	34
2022 Q2	$421K	Buy	20,136 +90	+0.4%	+$2.08K	0.19%	34
2022 Q1	$507K	Buy	20,046 +27	+0.1%	+$677	0.19%	35
2021 Q4	$537K	Buy	+20,019	New	+$534K	0.19%	35

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWMT

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

Hill Island Financial's SCHM Position: Q1 2025 in Review

Hill Island Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 20,334 shares — an estimated $563K sold.

Hill Island Financial first reported a position in SCHM in Q4 2021 and held it in 13 quarters. The position peaked at $563K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

Hill Island Financial reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Hill Island Financial sold 20,334 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $563K.
Hill Island Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 13 quarters.
Hill Island Financial's Schwab US Mid-Cap ETF position peaked at $563K in Q4 2024.
911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Hill Island Financial's 13F filing for Q1 2025, filed 22 Apr 2025.