Kathleen S. Wright Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kathleen S. Wright 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 Q3	$2.93K	Hold	99	–	–	﹤0.01%	226
2025 Q2	$2.78K	Sell	99 -1,566	-94%	-$41.3K	﹤0.01%	234
2025 Q1	$43.6K	Hold	1,665	–	–	0.02%	153
2024 Q4	$46.1K	Hold	1,665	–	–	0.02%	150
2024 Q3	$46.1K	Hold	1,665	–	–	0.02%	153
2024 Q2	$43.2K	Buy	1,665 +15	+0.9%	+$392	0.02%	144
2024 Q1	$44.8K	Buy	1,650 +33	+2%	+$842	0.02%	134
2023 Q4	$40.6K	Sell	1,617 -3,993	-71%	-$91.5K	0.02%	128
2023 Q3	$127K	Buy	5,610 +15	+0.3%	+$355	0.07%	103
2023 Q2	$132K	Buy	5,595 +201	+4%	+$4.53K	0.08%	88
2023 Q1	$122K	Sell	5,394 -1,233	-19%	-$28.4K	0.08%	89
2022 Q4	$145K	Buy	6,627 +57	+0.9%	+$1.25K	0.1%	93
2022 Q3	$133K	Buy	6,570 +1,185	+22%	+$26.4K	0.11%	90
2022 Q2	$113K	Sell	5,385 -402	-7%	-$9.28K	0.1%	89
2022 Q1	$146K	Buy	5,787 +2,067	+56%	+$51.8K	0.11%	85
2021 Q4	$100K	Buy	+3,720	New	+$99.2K	0.07%	90

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

Kathleen S. Wright Associates's SCHM Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2025 at 99 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Kathleen S. Wright Associates first reported a position in SCHM in Q4 2021 and has held it in 16 quarters since. The position peaked at $146K in Q1 2022. 942 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

Kathleen S. Wright Associates held 99 shares of Schwab US Mid-Cap ETF worth $2.93K as of Q3 2025.
Kathleen S. Wright Associates left its Schwab US Mid-Cap ETF share count unchanged in Q3 2025.
Schwab US Mid-Cap ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #226 holding.
Kathleen S. Wright Associates first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Schwab US Mid-Cap ETF position peaked at $146K in Q1 2022.
942 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.