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

McClarren Financial 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	-748	Closed	-$20K	–	353
2024 Q4	$20K	Buy	+748	New	+$21.3K	0.06%	135
2024 Q3	–	Sell	-231	Closed	-$19K	–	337
2024 Q2	$19K	Buy	+231	New	+$6.04K	0.01%	221
2024 Q1	–	Sell	-738	Closed	-$19K	–	414
2023 Q4	$19K	Buy	738 +6	+0.8%	+$137	0.01%	242
2023 Q3	$16K	Hold	732	–	–	0.01%	237
2023 Q2	$17K	Sell	732 -2,970	-80%	-$66.9K	0.01%	231
2023 Q1	$83K	Sell	3,702 -9	-0.2%	-$207	0.08%	111
2022 Q4	$81K	Buy	3,711 +3	+0.1%	+$66	0.08%	116
2022 Q3	$74K	Buy	+3,708	New	+$82.7K	0.07%	104
2022 Q2	–	Sell	-3,717	Closed	-$94K	–	221
2022 Q1	$94K	Buy	3,717 +9	+0.2%	+$226	0.07%	91
2021 Q4	$100K	Buy	+3,708	New	+$98.9K	0.07%	101

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

McClarren Financial Advisors's SCHM Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 748 shares — an estimated $20K sold.

McClarren Financial Advisors first reported a position in SCHM in Q4 2021 and held it in 10 quarters. The position peaked at $100K in Q4 2021. 914 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

McClarren Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 748 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $20K.
McClarren Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 10 quarters.
McClarren Financial Advisors's Schwab US Mid-Cap ETF position peaked at $100K in Q4 2021.
914 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.