SWM
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Silverlake Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Silverlake Wealth Management’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
-31,222
Closed -$876K – 356
2025
Q2 		$876K Buy
+31,222
New +$824K 0.25% 112

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Silverlake Wealth Management's SCHM Position: Q3 2025 in Review

Silverlake Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 31,222 shares — an estimated $876K sold.

Silverlake Wealth Management first reported a position in SCHM in Q2 2025 and held it in 1 quarter. The position peaked at $876K in Q2 2025. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Silverlake Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Silverlake Wealth Management sold 31,222 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $876K.
  • Silverlake Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Silverlake Wealth Management's Schwab US Mid-Cap ETF position peaked at $876K in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Silverlake Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.