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Painted Porch Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Painted Porch Advisors’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 		– Sell
-87
Closed -$2.58K – 355
2025
Q3 		$2.58K Hold
87
– – ﹤0.01% 392
2025
Q2 		$2.44K Hold
87
– – ﹤0.01% 391
2025
Q1 		$2.28K Hold
87
– – ﹤0.01% 413
2024
Q4 		$2.41K Hold
87
– – ﹤0.01% 392
2024
Q3 		$2.41K Hold
87
– – ﹤0.01% 332
2024
Q2 		$2.26K Buy
+87
New +$2.28K ﹤0.01% 304

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Creative Planning
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Painted Porch Advisors's SCHM Position: Q4 2025 in Review

Painted Porch Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 87 shares — an estimated $2.58K sold.

Painted Porch Advisors first reported a position in SCHM in Q2 2024 and held it in 6 quarters. The position peaked at $2.58K in Q3 2025. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Painted Porch Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 87 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $2.58K.
  • Painted Porch Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 6 quarters.
  • Painted Porch Advisors's Schwab US Mid-Cap ETF position peaked at $2.58K in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.