RA
SCHM icon

Ransom Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ransom Advisory’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
Q4 		$31.6K Buy
+1,050
New +$31.3K 0.01% 254
2025
Q1 		– Sell
-1,050
Closed -$29.1K – 395
2024
Q4 		$29.1K Hold
1,050
– – 0.01% 265
2024
Q3 		$29.1K Hold
1,050
– – 0.01% 272
2024
Q2 		$27.2K Hold
1,050
– – 0.01% 266
2024
Q1 		$28.5K Buy
+1,050
New +$26.8K 0.02% 223

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ransom Advisory's SCHM Position: Q4 2025 in Review

Ransom Advisory opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2025: 1,050 shares worth $31.6K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in SCHM as recently as Q4 2024.

Ransom Advisory first reported a position in SCHM in Q1 2024 and has held it in 5 quarters since. 996 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Ransom Advisory held 1,050 shares of Schwab US Mid-Cap ETF worth $31.6K as of Q4 2025.
  • Schwab US Mid-Cap ETF was a new Ransom Advisory position in Q4 2025.
  • Schwab US Mid-Cap ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #254 holding.
  • Ransom Advisory first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • 996 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.