Shaker Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Shaker Investments’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 Q3	–	Sell	-7,390	Closed	-$207K	–	108
2025 Q2	$207K	Buy	+7,390	New	+$195K	0.08%	97
2025 Q1	–	Sell	-7,374	Closed	-$204K	–	106
2024 Q4	$204K	Sell	7,374 -333	-4%	-$9.49K	0.09%	88
2024 Q3	$213K	Buy	+7,707	New	+$205K	0.09%	88
2024 Q2	–	Sell	-7,689	Closed	-$209K	–	95
2024 Q1	$209K	Sell	7,689 -360	-4%	-$9.18K	0.09%	89
2023 Q4	$202K	Buy	+8,049	New	+$184K	0.09%	83
2022 Q2	–	Sell	-7,947	Closed	-$201K	–	96
2022 Q1	$201K	Buy	7,947 +9	+0.1%	+$226	0.1%	91
2021 Q4	$213K	Buy	7,938 +9	+0.1%	+$240	0.09%	91
2021 Q3	$203K	Sell	7,929 -642	-7%	-$16.8K	0.09%	93
2021 Q2	$224K	Buy	8,571 +279	+3%	+$7.21K	0.1%	90
2021 Q1	$206K	Sell	8,292 -552	-6%	-$13.4K	0.1%	91
2020 Q4	$201K	Buy	+8,844	New	+$184K	0.1%	89

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 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 $4.14B AUM 21.49% 1-Year Est. Return

Shaker Investments's SCHM Position: Q3 2025 in Review

Shaker Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 7,390 shares — an estimated $207K sold.

Shaker Investments first reported a position in SCHM in Q4 2020 and held it in 11 quarters. The position peaked at $224K in Q2 2021. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

Shaker Investments reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Shaker Investments sold 7,390 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $207K.
Shaker Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 11 quarters.
Shaker Investments's Schwab US Mid-Cap ETF position peaked at $224K in Q2 2021.
945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Shaker Investments's 13F filing for Q3 2025, filed 17 Oct 2025.