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Pring Turner Capital Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pring Turner Capital Group’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
Q2 		– Sell
-315,482
Closed -$8.27M – 71
2025
Q1 		$8.27M Sell
315,482
-14,277
-4% -$398K 5.13% 1
2024
Q4 		$9.14M Sell
329,759
-20,947
-6% -$597K 6.12% 1
2024
Q3 		$9.71M Buy
350,706
+31,905
+10% +$848K 6.13% 1
2024
Q2 		$8.27M Sell
318,801
-4,920
-2% -$129K 5.77% 1
2024
Q1 		$8.79M Buy
323,721
+1,218
+0.4% +$31.1K 6.41% 1
2023
Q4 		$8.1M Sell
322,503
-53,835
-14% -$1.23M 6.19% 2
2023
Q3 		$8.49M Buy
376,338
+179,112
+91% +$4.24M 7.11% 1
2023
Q2 		$4.67M Buy
197,226
+4,575
+2% +$103K 4.28% 3
2023
Q1 		$4.36M Buy
+192,651
New +$4.44M 4.33% 2
2015
Q3 		– Sell
-253,530
Closed -$3.6M – 45
2015
Q2 		$3.6M Buy
253,530
+21,840
+9% +$316K 3.89% 6
2015
Q1 		$3.33M Buy
+231,690
New +$3.23M 3.7% 8

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $4.14B AUM 21.49% 1-Year Est. Return

Pring Turner Capital Group's SCHM Position: Q2 2025 in Review

Pring Turner Capital Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 315,482 shares — an estimated $8.27M sold.

Pring Turner Capital Group first reported a position in SCHM in Q1 2015 and held it in 11 quarters. The position peaked at $9.71M in Q3 2024. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Pring Turner Capital Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Pring Turner Capital Group sold 315,482 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $8.27M.
  • Pring Turner Capital Group first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and held it in 11 quarters.
  • Pring Turner Capital Group's Schwab US Mid-Cap ETF position peaked at $9.71M in Q3 2024.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Pring Turner Capital Group's 13F filing for Q2 2025, filed 12 Aug 2025.