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NewSquare Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

NewSquare Capital’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
-34
Closed -$954 – 1040
2025
Q2 		$954 Sell
34
-11,459
-100% -$302K ﹤0.01% 1058
2025
Q1 		$301K Sell
11,493
-2,049
-15% -$57.1K 0.02% 163
2024
Q4 		$375K Hold
13,542
– – 0.03% 156
2024
Q3 		$375K Buy
13,542
+13,533
+150,367% +$360K 0.03% 153
2024
Q2 		$233 Hold
9
– – ﹤0.01% 312
2024
Q1 		$244 Sell
9
-27
-75% -$689 ﹤0.01% 399
2023
Q4 		$904 Sell
36
-120
-77% -$2.75K ﹤0.01% 416
2023
Q3 		$3.52K Sell
156
-1,254
-89% -$29.7K ﹤0.01% 405
2023
Q2 		$33.4K Buy
1,410
+162
+13% +$3.65K ﹤0.01% 219
2023
Q1 		$28.2K Buy
1,248
+393
+46% +$9.05K ﹤0.01% 235
2022
Q4 		$18.7K Buy
855
+834
+3,971% +$18.3K ﹤0.01% 229
2022
Q3 		$0 Hold
21
– – ﹤0.01% 474
2022
Q2 		$0 Hold
21
– – ﹤0.01% 418
2022
Q1 		$1K Sell
21
-180
-90% -$4.51K ﹤0.01% 368
2021
Q4 		$5K Buy
201
+180
+857% +$4.8K ﹤0.01% 333
2021
Q3 		$1K Hold
21
– – ﹤0.01% 348
2021
Q2 		$1K Hold
21
– – ﹤0.01% 340
2021
Q1 		$1K Hold
21
– – ﹤0.01% 319
2020
Q4 		$0 Hold
21
– – ﹤0.01% 376
2020
Q3 		$0 Hold
21
– – ﹤0.01% 393
2020
Q2 		$0 Hold
21
– – ﹤0.01% 435
2020
Q1 		$0 Hold
21
– – ﹤0.01% 397
2019
Q4 		$0 Hold
21
– – ﹤0.01% 330
2019
Q3 		$0 Sell
21
-129
-86% -$2.44K ﹤0.01% 343
2019
Q2 		$3K Hold
150
– – ﹤0.01% 319
2019
Q1 		$3K Buy
+150
New +$2.68K ﹤0.01% 297

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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
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JFG
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NewSquare Capital's SCHM Position: Q3 2025 in Review

NewSquare Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 34 shares — an estimated $954 sold.

NewSquare Capital first reported a position in SCHM in Q1 2019 and held it in 26 quarters. The position peaked at $375K in Q4 2024. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • NewSquare Capital reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 34 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $954.
  • NewSquare Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 26 quarters.
  • NewSquare Capital's Schwab US Mid-Cap ETF position peaked at $375K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.