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Rise Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rise Advisors’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
Q1 		– Sell
-304
Closed -$8.43K – 1558
2024
Q4 		$8.43K Buy
304
+1
+0.3% +$28 ﹤0.01% 1011
2024
Q3 		$8.39K Buy
303
+3
+1% +$80 ﹤0.01% 1034
2024
Q2 		$7.81K Hold
300
– – ﹤0.01% 1048
2024
Q1 		$8.17K Hold
300
– – ﹤0.01% 1061
2023
Q4 		$7.53K Buy
+300
New +$6.87K 0.01% 345

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rise Advisors's SCHM Position: Q1 2025 in Review

Rise Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 304 shares — an estimated $8.43K sold.

Rise Advisors first reported a position in SCHM in Q4 2023 and held it in 5 quarters. The position peaked at $8.43K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Rise Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 304 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $8.43K.
  • Rise Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 5 quarters.
  • Rise Advisors's Schwab US Mid-Cap ETF position peaked at $8.43K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.