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

Promus Capital’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 		$16.4K Hold
555
– – 0.01% 231
2025
Q2 		$15.6K Hold
555
– – 0.01% 238
2025
Q1 		$14.5K Sell
555
-3,441
-86% -$95.8K 0.01% 234
2024
Q4 		$111K Buy
+3,996
New +$114K 0.08% 101

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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
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
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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Promus Capital's SCHM Position: Q3 2025 in Review

Promus Capital held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2025 at 555 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #231.

Promus Capital first reported a position in SCHM in Q4 2024 and has held it in 4 quarters since. The position peaked at $111K in Q4 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Promus Capital held 555 shares of Schwab US Mid-Cap ETF worth $16.4K as of Q3 2025.
  • Promus Capital left its Schwab US Mid-Cap ETF share count unchanged in Q3 2025.
  • Schwab US Mid-Cap ETF made up 0.01% of Promus Capital's portfolio in Q3 2025, its #231 holding.
  • Promus Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Promus Capital's Schwab US Mid-Cap ETF position peaked at $111K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.