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Lederer & Associates Investment Counsel’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lederer & Associates Investment Counsel’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
-12,874
Closed -$361K – 86
2025
Q2 		$361K Buy
12,874
+5
+0% +$132 0.24% 82
2025
Q1 		$337K Buy
12,869
+6
+0% +$167 0.25% 76
2024
Q4 		$356K Buy
12,863
+56
+0.4% +$1.6K 0.25% 78
2024
Q3 		$355K Buy
12,807
+291
+2% +$7.74K 0.25% 77
2024
Q2 		$325K Sell
12,516
-228
-2% -$5.96K 0.24% 79
2024
Q1 		$346K Sell
12,744
-9
-0.1% -$230 0.24% 81
2023
Q4 		$320K Buy
12,753
+387
+3% +$8.87K 0.24% 81
2023
Q3 		$279K Sell
12,366
-2,667
-18% -$63.2K 0.22% 81
2023
Q2 		$356K Sell
15,033
-1,236
-8% -$27.9K 0.27% 77
2023
Q1 		$368K Sell
16,269
-480
-3% -$11.1K 0.28% 79
2022
Q4 		$366K Buy
16,749
+234
+1% +$5.13K 0.3% 79
2022
Q3 		$333K Sell
16,515
-15
-0.1% -$335 0.28% 78
2022
Q2 		$346K Sell
16,530
-2,028
-11% -$46.8K 0.27% 78
2022
Q1 		$469K Sell
18,558
-456
-2% -$11.4K 0.29% 79
2021
Q4 		$510K Buy
19,014
+2,430
+15% +$64.8K 0.3% 77
2021
Q3 		$424K Buy
16,584
+3,525
+27% +$92.1K 0.27% 74
2021
Q2 		$341K Buy
13,059
+15
+0.1% +$387 0.23% 78
2021
Q1 		$324K Buy
13,044
+1,842
+16% +$44.7K 0.23% 77
2020
Q4 		$255K Sell
11,202
-777
-6% -$16.2K 0.2% 82
2020
Q3 		$222K Buy
+11,979
New +$222K 0.18% 81

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
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

Lederer & Associates Investment Counsel's SCHM Position: Q3 2025 in Review

Lederer & Associates Investment Counsel sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 12,874 shares — an estimated $361K sold.

Lederer & Associates Investment Counsel first reported a position in SCHM in Q3 2020 and held it in 20 quarters. The position peaked at $510K in Q4 2021. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Lederer & Associates Investment Counsel reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 12,874 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $361K.
  • Lederer & Associates Investment Counsel first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 20 quarters.
  • Lederer & Associates Investment Counsel's Schwab US Mid-Cap ETF position peaked at $510K in Q4 2021.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Lederer & Associates Investment Counsel's 13F filing for Q3 2025, filed 24 Oct 2025.