Simplicity Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Simplicity Wealth’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 Q1	–	Sell	-9,158	Closed	-$254K	–	600
2024 Q4	$254K	Buy	+9,158	New	+$261K	0.05%	259
2024 Q3	–	Sell	-640,557	Closed	-$16.6M	–	1069
2024 Q2	$16.6M	Buy	640,557 +24,606	+4%	+$644K	0.38%	47
2024 Q1	$16.7M	Buy	615,951 +602,466	+4,468%	+$15.4M	0.4%	43
2023 Q4	$339K	Buy	+13,485	New	+$309K	0.13%	131
2022 Q4	–	Sell	-144,774	Closed	-$2.92M	–	77
2022 Q3	$2.92M	Sell	144,774 -4,851	-3%	-$108K	3.92%	5
2022 Q2	$3.13M	Sell	149,625 -89,499	-37%	-$2.07M	4.57%	5
2022 Q1	$6.05M	Sell	239,124 -83,574	-26%	-$2.09M	5.88%	2
2021 Q4	$8.65M	Buy	+322,698	New	+$8.61M	4.67%	4

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWMT

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

Simplicity Wealth's SCHM Position: Q1 2025 in Review

Simplicity Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 9,158 shares — an estimated $254K sold.

Simplicity Wealth first reported a position in SCHM in Q4 2021 and held it in 8 quarters. The position peaked at $16.7M in Q1 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

Simplicity Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Simplicity Wealth sold 9,158 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $254K.
Simplicity Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 8 quarters.
Simplicity Wealth's Schwab US Mid-Cap ETF position peaked at $16.7M in Q1 2024.
911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.