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

HRT 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
Q2 		– Sell
-7,889
Closed -$206K – 3423
2025
Q1 		$206K Buy
+7,889
New +$220K ﹤0.01% 2012
2024
Q4 		– Sell
-10,002
Closed -$277K – 3118
2024
Q3 		$277K Buy
+10,002
New +$266K ﹤0.01% 1834

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

HRT Financial's SCHM Position: Q2 2025 in Review

HRT Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 7,889 shares — an estimated $206K sold.

HRT Financial first reported a position in SCHM in Q3 2024 and held it in 2 quarters. The position peaked at $277K in Q3 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • HRT Financial reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 7,889 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $206K.
  • HRT Financial first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and held it in 2 quarters.
  • HRT Financial's Schwab US Mid-Cap ETF position peaked at $277K in Q3 2024.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.