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MilWealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MilWealth 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
Q1 		– Sell
-453
Closed -$12.6K – 87
2024
Q4 		$12.6K Buy
+453
New +$12.9K ﹤0.01% 79

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

MilWealth Group's SCHM Position: Q1 2025 in Review

MilWealth Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 453 shares — an estimated $12.6K sold.

MilWealth Group first reported a position in SCHM in Q4 2024 and held it in 1 quarter. The position peaked at $12.6K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • MilWealth Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • MilWealth Group sold 453 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $12.6K.
  • MilWealth Group first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • MilWealth Group's Schwab US Mid-Cap ETF position peaked at $12.6K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on MilWealth Group's 13F filing for Q1 2025, filed 1 May 2025.