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

Old Mission 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
-48,121
Closed -$1.35M – 1284
2025
Q2 		$1.35M Buy
+48,121
New +$1.27M 0.02% 347
2021
Q3 		– Sell
-46,512
Closed -$1.21M – 1231
2021
Q2 		$1.21M Sell
46,512
-12,051
-21% -$311K 0.04% 378
2021
Q1 		$1.45M Buy
+58,563
New +$1.42M 0.08% 275

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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
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LWMT
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JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Old Mission Capital's SCHM Position: Q3 2025 in Review

Old Mission Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 48,121 shares — an estimated $1.35M sold.

Old Mission Capital first reported a position in SCHM in Q1 2021 and held it in 3 quarters. The position peaked at $1.45M in Q1 2021. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Old Mission Capital reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Old Mission Capital sold 48,121 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $1.35M.
  • Old Mission Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 3 quarters.
  • Old Mission Capital's Schwab US Mid-Cap ETF position peaked at $1.45M in Q1 2021.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.