LKIM
SCHM icon

Lawson Kroeker Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lawson Kroeker Investment 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
Q4 		– Sell
-12,625
Closed -$374K – 85
2025
Q3 		$374K Buy
12,625
+53
+0.4% +$1.54K 0.07% 80
2025
Q2 		$353K Buy
+12,572
New +$332K 0.07% 82

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lawson Kroeker Investment Management's SCHM Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 12,625 shares — an estimated $374K sold.

Lawson Kroeker Investment Management first reported a position in SCHM in Q2 2025 and held it in 2 quarters. The position peaked at $374K in Q3 2025. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Lawson Kroeker Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 12,625 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $374K.
  • Lawson Kroeker Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Lawson Kroeker Investment Management's Schwab US Mid-Cap ETF position peaked at $374K in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.