OCM
SCHM icon

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

Osterweis Capital Management’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 		– Hold
0
– – – 129
2024
Q4 		– Hold
0
– – – 128
2024
Q3 		– Hold
0
– – – 121
2024
Q2 		– Hold
0
– – – 106
2022
Q4 		– Hold
0
– – – 131
2022
Q3 		– Hold
0
– – – 126
2022
Q2 		– Hold
0
– – – 129
2022
Q1 		– Hold
0
– – – 133
2021
Q4 		– Hold
0
– – – 131
2021
Q3 		– Hold
0
– – – 130
2021
Q2 		– Hold
0
– – – 133
2021
Q1 		– Hold
0
– – – 119
2020
Q4 		– Hold
0
– – – 110

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $786B AUM 40.34% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return