QWM
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Quaker Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quaker Wealth 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
Q2 		– Sell
-171
Closed -$4.48K – 1558
2025
Q1 		$4.48K Buy
+171
New +$4.76K ﹤0.01% 348

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LWMT
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Quaker Wealth Management's SCHM Position: Q3 2025 in Review

Quaker Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 171 shares — an estimated $4.8K sold.

Quaker Wealth Management first reported a position in SCHM in Q2 2025 and held it in 1 quarter. The position peaked at $4.8K in Q2 2025. 943 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Quaker Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Quaker Wealth Management sold 171 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $4.8K.
  • Quaker Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Quaker Wealth Management's Schwab US Mid-Cap ETF position peaked at $4.8K in Q2 2025.
  • 943 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Quaker Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.