SF
SCHM icon

Safeguard Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Safeguard Financial’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 		$2.78M Sell
106,296
-6,056
-5% -$169K 0.61% 19
2024
Q4 		$3.11M Sell
112,352
-12,364
-10% -$352K 0.68% 17
2024
Q3 		$3.45M Sell
124,716
-7,098
-5% -$189K 0.81% 13
2024
Q2 		$3.42M Sell
131,814
-5,940
-4% -$155K 0.95% 12
2024
Q1 		$3.74M Sell
137,754
-13,989
-9% -$357K 1.22% 10
2023
Q4 		$3.81M Sell
151,743
-723
-0.5% -$16.6K 1.44% 10
2023
Q3 		$3.44M Buy
152,466
+3,807
+3% +$90.2K 1.66% 10
2023
Q2 		$3.52M Buy
148,659
+7,497
+5% +$169K 1.7% 10
2023
Q1 		$3.19M Sell
141,162
-5,220
-4% -$120K 1.94% 10
2022
Q4 		$3.2M Buy
146,382
+15,285
+12% +$335K 2.29% 8
2022
Q3 		$2.65M Sell
131,097
-423
-0.3% -$9.44K 2.45% 8
2022
Q2 		$2.75M Buy
131,520
+8,919
+7% +$206K 3.28% 6
2022
Q1 		$3.1M Buy
+122,601
New +$3.07M 4.63% 5

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

Safeguard Financial's SCHM Position: Q1 2025 in Review

Safeguard Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.4% in Q1 2025, selling an estimated $169K and leaving 106,296 shares worth $2.78M. The position accounts for 0.61% of the portfolio, ranked #19.

Safeguard Financial first reported a position in SCHM in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.81M in Q4 2023. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Safeguard Financial held 106,296 shares of Schwab US Mid-Cap ETF worth $2.78M as of Q1 2025.
  • Safeguard Financial sold 6,056 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $169K.
  • Schwab US Mid-Cap ETF made up 0.61% of Safeguard Financial's portfolio in Q1 2025, its #19 holding.
  • Safeguard Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Schwab US Mid-Cap ETF position peaked at $3.81M in Q4 2023.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.