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

Investment Planning 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 		– Sell
-8,061
Closed -$226K – 90
2025
Q2 		$226K Buy
+8,061
New +$213K 0.08% 75

Other funds holding SCHM

Financial Engines Advisors
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Investment Planning Advisors's SCHM Position: Q3 2025 in Review

Investment Planning Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 8,061 shares — an estimated $226K sold.

Investment Planning Advisors first reported a position in SCHM in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Investment Planning Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Investment Planning Advisors sold 8,061 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $226K.
  • Investment Planning Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Investment Planning Advisors's Schwab US Mid-Cap ETF position peaked at $226K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Investment Planning Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.