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

SageView Advisory Group’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	$720K	Buy	23,953 +3,050	+15%	+$90.9K	0.02%	303
2025 Q3	$620K	Sell	20,903 -3,326	-14%	-$96.8K	0.02%	341
2025 Q2	$703K	Sell	24,229 -1,177	-5%	-$31.1K	0.03%	304
2025 Q1	$666K	Sell	25,406 -1,349	-5%	-$37.6K	0.03%	285
2024 Q4	$741K	Sell	26,755 -20	-0.1%	-$570	0.03%	264
2024 Q3	$742K	Buy	26,775 +42	+0.2%	+$1.12K	0.04%	235
2024 Q2	$694K	Buy	+26,733	New	+$699K	0.03%	281
2024 Q1	–	Sell	-28,029	Closed	-$705K	–	756
2023 Q4	$705K	Sell	28,029 -37,392	-57%	-$857K	0.03%	322
2023 Q3	$1.48M	Sell	65,421 -6,882	-10%	-$163K	0.08%	147
2023 Q2	$1.71M	Buy	72,303 +48,414	+203%	+$1.09M	0.1%	133
2023 Q1	$540K	Buy	23,889 +9,021	+61%	+$208K	0.03%	294
2022 Q4	$325K	Buy	+14,868	New	+$326K	0.03%	309

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SageView Advisory Group's SCHM Position: Q4 2025 in Review

SageView Advisory Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 15% in Q4 2025, buying an estimated $90.9K and bringing the position to 23,953 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #303.

SageView Advisory Group first reported a position in SCHM in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.71M in Q2 2023. 996 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

SageView Advisory Group held 23,953 shares of Schwab US Mid-Cap ETF worth $720K as of Q4 2025.
SageView Advisory Group bought 3,050 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $90.9K.
Schwab US Mid-Cap ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #303 holding.
SageView Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Schwab US Mid-Cap ETF position peaked at $1.71M in Q2 2023.
996 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.