MSWA
SCHM icon

Marshall & Sterling Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Marshall & Sterling 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
Q2 		– Sell
-82
Closed -$2.14K – 677
2025
Q1 		$2.14K Hold
82
– – ﹤0.01% 538
2024
Q4 		$2.25K Buy
+82
New +$2.34K ﹤0.01% 306

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
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
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 & Sterling Wealth Advisors's SCHM Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 82 shares — an estimated $2.14K sold.

Marshall & Sterling Wealth Advisors first reported a position in SCHM in Q4 2024 and held it in 2 quarters. The position peaked at $2.25K in Q4 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 82 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $2.14K.
  • Marshall & Sterling Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $2.25K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.