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Liberty Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Liberty Wealth 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
Q1 		– Sell
-7,285
Closed -$202K – 192
2024
Q4 		$202K Buy
+7,285
New +$208K 0.03% 205
2021
Q4 		– Sell
-267
Closed -$7K – 918
2021
Q3 		$7K Buy
267
+3
+1% +$78 ﹤0.01% 892
2021
Q2 		$7K Buy
+264
New +$6.82K ﹤0.01% 734

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Liberty Wealth Management's SCHM Position: Q1 2025 in Review

Liberty Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 7,285 shares — an estimated $202K sold.

Liberty Wealth Management first reported a position in SCHM in Q2 2021 and held it in 3 quarters. The position peaked at $202K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Liberty Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 7,285 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $202K.
  • Liberty Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 3 quarters.
  • Liberty Wealth Management's Schwab US Mid-Cap ETF position peaked at $202K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Liberty Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.