JSA
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Jim Saulnier & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Jim Saulnier & Associates’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
Q4 		– Sell
-9,623
Closed -$285K – 148
2025
Q3 		$285K Buy
+9,623
New +$280K 0.16% 111

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HighTower Advisors
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Wealth Enhancement Advisory Services
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Cerity Partners
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LWMT
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Jim Saulnier & Associates's SCHM Position: Q4 2025 in Review

Jim Saulnier & Associates sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 9,623 shares — an estimated $285K sold.

Jim Saulnier & Associates first reported a position in SCHM in Q3 2025 and held it in 1 quarter. The position peaked at $285K in Q3 2025. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Jim Saulnier & Associates reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Saulnier & Associates sold 9,623 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $285K.
  • Jim Saulnier & Associates first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Jim Saulnier & Associates's Schwab US Mid-Cap ETF position peaked at $285K in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Jim Saulnier & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.