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

Lowe Wealth 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
Q3 		$63K Hold
2,124
– – 0.02% 128
2025
Q2 		$59.6K Hold
2,124
– – 0.02% 126
2025
Q1 		$55.6K Hold
2,124
– – 0.02% 126
2024
Q4 		$58.9K Hold
2,124
– – 0.03% 118
2024
Q3 		$58.8K Hold
2,124
– – 0.03% 115
2024
Q2 		$55.1K Hold
2,124
– – 0.03% 115
2024
Q1 		$57.7K Hold
2,124
– – 0.03% 104
2023
Q4 		$53.3K Buy
+2,124
New +$48.7K 0.03% 107

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

Lowe Wealth Advisors's SCHM Position: Q3 2025 in Review

Lowe Wealth Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2025 at 2,124 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #128.

Lowe Wealth Advisors first reported a position in SCHM in Q4 2023 and has held it in 8 quarters since. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Lowe Wealth Advisors held 2,124 shares of Schwab US Mid-Cap ETF worth $63K as of Q3 2025.
  • Lowe Wealth Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q3 2025.
  • Schwab US Mid-Cap ETF made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #128 holding.
  • Lowe Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.