MAM
SCHM icon

McCarthy Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

McCarthy Asset 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
Q4 		$6.44M Buy
214,138
+51,226
+31% +$1.53M 3.36% 11
2025
Q3 		$4.83M Buy
162,912
+2,297
+1% +$66.9K 3.1% 10
2025
Q2 		$4.51M Sell
160,615
-1,310
-0.8% -$34.6K 3.06% 11
2025
Q1 		$4.24M Sell
161,925
-264
-0.2% -$7.35K 3.07% 9
2024
Q4 		$4.49M Sell
162,189
-7,239
-4% -$206K 3.17% 9
2024
Q3 		$4.69M Sell
169,428
-7,305
-4% -$194K 2.92% 8
2024
Q2 		$4.59M Buy
176,733
+2,637
+2% +$69K 2.7% 10
2024
Q1 		$4.73M Sell
174,096
-3,297
-2% -$84.1K 2.91% 10
2023
Q4 		$4.45M Sell
177,393
-4,722
-3% -$108K 2.85% 10
2023
Q3 		$4.11M Sell
182,115
-9,567
-5% -$227K 3.01% 10
2023
Q2 		$4.54M Sell
191,682
-11,436
-6% -$258K 3.09% 10
2023
Q1 		$4.59M Buy
203,118
+1,011
+0.5% +$23.3K 3.12% 10
2022
Q4 		$4.42M Sell
202,107
-2,106
-1% -$46.2K 3.09% 10
2022
Q3 		$4.12M Buy
204,213
+45,546
+29% +$1.02M 3.22% 10
2022
Q2 		$3.32M Sell
158,667
-3,261
-2% -$75.2K 2.7% 10
2022
Q1 		$4.09M Sell
161,928
-1,473
-0.9% -$36.9K 2.85% 10
2021
Q4 		$4.38M Buy
163,401
+4,599
+3% +$123K 3.01% 9
2021
Q3 		$4.06M Buy
158,802
+4,794
+3% +$125K 3.05% 9
2021
Q2 		$4.02M Buy
154,008
+10,560
+7% +$273K 2.86% 10
2021
Q1 		$3.56M Buy
143,448
+12,708
+10% +$308K 2.78% 9
2020
Q4 		$2.97M Buy
+130,740
New +$2.73M 2.46% 10

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

McCarthy Asset Management's SCHM Position: Q4 2025 in Review

McCarthy Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 31% in Q4 2025, buying an estimated $1.53M and bringing the position to 214,138 shares worth $6.44M. The position accounts for 3.36% of the portfolio, ranked #11.

McCarthy Asset Management first reported a position in SCHM in Q4 2020 and has held it in 21 quarters since. 996 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • McCarthy Asset Management held 214,138 shares of Schwab US Mid-Cap ETF worth $6.44M as of Q4 2025.
  • McCarthy Asset Management bought 51,226 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $1.53M.
  • Schwab US Mid-Cap ETF made up 3.36% of McCarthy Asset Management's portfolio in Q4 2025, its #11 holding.
  • McCarthy Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 996 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.