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

Scott Marsh 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 Q2	$1.41M	Buy	+50,112	New	+$1.32M	0.52%	51

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Scott Marsh Financial's SCHM Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2025: 50,112 shares worth $1.41M. The stake represents 0.52% of the portfolio and ranks #51 among its holdings.

944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

Scott Marsh Financial held 50,112 shares of Schwab US Mid-Cap ETF worth $1.41M as of Q2 2025.
Schwab US Mid-Cap ETF was a new Scott Marsh Financial position in Q2 2025.
Schwab US Mid-Cap ETF made up 0.52% of Scott Marsh Financial's portfolio in Q2 2025, its #51 holding.
944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.