HPM
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Hoxton Planning & Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hoxton Planning & Management’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
-12,456
Closed -$345K – 210
2024
Q4 		$345K Buy
+12,456
New +$355K 0.13% 139

Other funds holding SCHM

Financial Engines Advisors
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Hoxton Planning & Management's SCHM Position: Q1 2025 in Review

Hoxton Planning & Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 12,456 shares — an estimated $345K sold.

Hoxton Planning & Management first reported a position in SCHM in Q4 2024 and held it in 1 quarter. The position peaked at $345K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Hoxton Planning & Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 12,456 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $345K.
  • Hoxton Planning & Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Hoxton Planning & Management's Schwab US Mid-Cap ETF position peaked at $345K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Hoxton Planning & Management's 13F filing for Q1 2025, filed 8 May 2025.