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Lindenwold Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lindenwold Advisors’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
-19,845
Closed -$550K – 116
2024
Q4 		$550K Buy
+19,845
New +$565K 0.29% 63
2024
Q1 		– Sell
-37,155
Closed -$933K – 122
2023
Q4 		$933K Buy
+37,155
New +$851K 0.53% 52

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

Lindenwold Advisors's SCHM Position: Q1 2025 in Review

Lindenwold Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 19,845 shares — an estimated $550K sold.

Lindenwold Advisors first reported a position in SCHM in Q4 2023 and held it in 2 quarters. The position peaked at $933K in Q4 2023. 912 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Lindenwold Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 19,845 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $550K.
  • Lindenwold Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Lindenwold Advisors's Schwab US Mid-Cap ETF position peaked at $933K in Q4 2023.
  • 912 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Lindenwold Advisors's 13F filing for Q1 2025, filed 8 May 2025.