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

Raleigh Capital 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
-156
Closed -$4.09K – 688
2025
Q1 		$4.09K Sell
156
-99
-39% -$2.76K ﹤0.01% 376
2024
Q4 		$7.07K Hold
255
– – ﹤0.01% 665
2024
Q3 		$7.06K Buy
+255
New +$6.78K ﹤0.01% 651

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Creative Planning
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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 $3.63B AUM 17.91% 1-Year Est. Return

Raleigh Capital Management's SCHM Position: Q2 2025 in Review

Raleigh Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 156 shares — an estimated $4.09K sold.

Raleigh Capital Management first reported a position in SCHM in Q3 2024 and held it in 3 quarters. The position peaked at $7.07K in Q4 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Raleigh Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 156 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $4.09K.
  • Raleigh Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and held it in 3 quarters.
  • Raleigh Capital Management's Schwab US Mid-Cap ETF position peaked at $7.07K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.