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Mid-American Wealth Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mid-American Wealth Advisory Group’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 		– Sell
-1,500
Closed -$42.1K – 265
2025
Q2 		$42.1K Buy
+1,500
New +$39.6K 0.02% 82

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HighTower Advisors
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Northwestern Mutual Wealth Management
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MGIA
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AA
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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

Mid-American Wealth Advisory Group's SCHM Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 1,500 shares — an estimated $42.1K sold.

Mid-American Wealth Advisory Group first reported a position in SCHM in Q2 2025 and held it in 1 quarter. The position peaked at $42.1K in Q2 2025. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 1,500 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $42.1K.
  • Mid-American Wealth Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Schwab US Mid-Cap ETF position peaked at $42.1K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.