ORG Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

ORG Partners’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	$50.5K	Hold	1,680	–	–	0.01%	580
2025 Q3	$49.8K	Hold	1,680	–	–	0.01%	584
2025 Q2	$47.5K	Hold	1,680	–	–	0.01%	556
2025 Q1	$44.2K	Sell	1,680 -3,475	-67%	-$96.8K	0.01%	515
2024 Q4	$143K	Buy	5,155 +1	+0%	+$28	0.02%	368
2024 Q3	$143K	Hold	5,154	–	–	0.02%	329
2024 Q2	$133K	Buy	+5,154	New	+$135K	0.02%	517
2024 Q1	–	Sell	-3,870	Closed	-$97.2K	–	982
2023 Q4	$97.2K	Buy	+3,870	New	+$88.7K	0.02%	401
2023 Q3	–	Sell	-3,477	Closed	-$82.6K	–	1566
2023 Q2	$82.6K	Buy	+3,477	New	+$78.4K	0.01%	567

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

ORG Partners's SCHM Position: Q4 2025 in Review

ORG Partners held its Schwab US Mid-Cap ETF (SCHM) position steady in Q4 2025 at 1,680 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #580.

ORG Partners first reported a position in SCHM in Q2 2023 and has held it in 9 quarters since. The position peaked at $143K in Q4 2024. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

ORG Partners held 1,680 shares of Schwab US Mid-Cap ETF worth $50.5K as of Q4 2025.
ORG Partners left its Schwab US Mid-Cap ETF share count unchanged in Q4 2025.
Schwab US Mid-Cap ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #580 holding.
ORG Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 9 quarters since.
ORG Partners's Schwab US Mid-Cap ETF position peaked at $143K in Q4 2024.
995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.