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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return