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

Pineridge 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
Q3 		– Sell
-216
Closed -$6.05K – 559
2025
Q2 		$6.05K Sell
216
-276
-56% -$7.28K ﹤0.01% 278
2025
Q1 		$12.9K Buy
492
+1
+0.2% +$28 0.01% 209
2024
Q4 		$13.6K Sell
491
-128,533
-100% -$3.66M 0.01% 266
2024
Q3 		$3.57M Buy
129,024
+3,597
+3% +$95.7K 1.35% 18
2024
Q2 		$3.25M Buy
+125,427
New +$3.28M 1.11% 16

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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 $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
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Pineridge Advisors's SCHM Position: Q3 2025 in Review

Pineridge Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 216 shares — an estimated $6.05K sold.

Pineridge Advisors first reported a position in SCHM in Q2 2024 and held it in 5 quarters. The position peaked at $3.57M in Q3 2024. 942 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Pineridge Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 216 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $6.05K.
  • Pineridge Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 5 quarters.
  • Pineridge Advisors's Schwab US Mid-Cap ETF position peaked at $3.57M in Q3 2024.
  • 942 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.