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

Nalls Sherbakoff 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 Q4	$20.8K	Buy	693 +3	+0.4%	+$89	0.02%	274
2025 Q3	$20.4K	Buy	690 +3	+0.4%	+$87	0.01%	277
2025 Q2	$19.3K	Buy	687 +2	+0.3%	+$53	0.01%	280
2025 Q1	$17.9K	Buy	+685	New	+$19.1K	0.01%	255
2023 Q4	$18.1K	Buy	720 +3	+0.4%	+$69	0.02%	238
2023 Q3	$16.2K	Buy	717 +3	+0.4%	+$71	0.02%	240
2023 Q2	$15.6K	Hold	714	–	–	0.02%	245
2023 Q1	$15.8K	Buy	+714	New	+$16.4K	0.02%	249
2018 Q4	$11K	Buy	+672	New	+$11.7K	0.02%	263

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Nalls Sherbakoff Group's SCHM Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.43% in Q4 2025, buying an estimated $89 and bringing the position to 693 shares worth $20.8K. The position accounts for 0.02% of the portfolio, ranked #274.

Nalls Sherbakoff Group first reported a position in SCHM in Q4 2018 and has held it in 9 quarters since. 996 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

Nalls Sherbakoff Group held 693 shares of Schwab US Mid-Cap ETF worth $20.8K as of Q4 2025.
Nalls Sherbakoff Group bought 3 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $89.
Schwab US Mid-Cap ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #274 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 9 quarters since.
996 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.