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Marshall Financial Group (Pennsylvania)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$18.1M Sell
610,211
-13,666
-2% -$398K 4.98% 10
2025
Q2 		$17.5M Sell
623,877
-6,414
-1% -$169K 5.24% 10
2025
Q1 		$16.5M Sell
630,291
-11,543
-2% -$321K 5.2% 10
2024
Q4 		$17.8M Buy
641,834
+317
+0% +$9.03K 5.43% 10
2024
Q3 		$17.8M Buy
641,517
+7,683
+1% +$204K 5.37% 10
2024
Q2 		$16.4M Buy
633,834
+9,489
+2% +$248K 5.34% 10
2024
Q1 		$16.9M Buy
624,345
+1,062
+0.2% +$27.1K 5.59% 9
2023
Q4 		$15.6M Buy
623,283
+4,101
+0.7% +$94K 5.59% 9
2023
Q3 		$14M Sell
619,182
-8,577
-1% -$203K 5.69% 8
2023
Q2 		$14.9M Buy
627,759
+1,923
+0.3% +$43.3K 5.7% 8
2023
Q1 		$14.2M Sell
625,836
-27,591
-4% -$635K 5.75% 8
2022
Q4 		$14.3M Buy
653,427
+24,333
+4% +$533K 6.14% 7
2022
Q3 		$12.7M Sell
629,094
-7,182
-1% -$160K 6% 7
2022
Q2 		$13.3M Buy
636,276
+10,770
+2% +$249K 6.04% 7
2022
Q1 		$15.8M Buy
625,506
+34,797
+6% +$872K 6.31% 7
2021
Q4 		$15.8M Buy
590,709
+25,950
+5% +$692K 6.14% 7
2021
Q3 		$14.4M Buy
564,759
+7,800
+1% +$204K 6.07% 7
2021
Q2 		$14.5M Buy
556,959
+5,514
+1% +$142K 6.18% 7
2021
Q1 		$13.7M Buy
551,445
+2,898
+0.5% +$70.3K 6.21% 8
2020
Q4 		$12.5M Buy
548,547
+29,358
+6% +$612K 6.11% 7
2020
Q3 		$9.6M Buy
519,189
+44,943
+9% +$833K 5.67% 7
2020
Q2 		$8.32M Sell
474,246
-14,526
-3% -$237K 5.52% 8
2020
Q1 		$6.87M Sell
488,772
-80,874
-14% -$1.48M 5.55% 7
2019
Q4 		$11.4M Buy
569,646
+65,643
+13% +$1.27M 7.72% 6
2019
Q3 		$9.5M Buy
504,003
+37,311
+8% +$705K 7.24% 6
2019
Q2 		$8.88M Buy
466,692
+74,004
+19% +$1.38M 6.78% 7
2019
Q1 		$7.25M Buy
392,688
+91,956
+31% +$1.64M 5.93% 7
2018
Q4 		$4.8M Buy
+300,732
New +$5.25M 4.55% 8

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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 $70.8B AUM 21.68% 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 $3.63B AUM 17.91% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHM Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.2% in Q3 2025, selling an estimated $398K and leaving 610,211 shares worth $18.1M. The position accounts for 4.98% of the portfolio, ranked #10.

Marshall Financial Group (Pennsylvania) first reported a position in SCHM in Q4 2018 and has held it in 28 quarters since. 942 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 610,211 shares of Schwab US Mid-Cap ETF worth $18.1M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 13,666 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $398K.
  • Schwab US Mid-Cap ETF made up 4.98% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #10 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • 942 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.