Slow Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Slow Capital’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	-7,461	Closed	-$207K	–	121
2024 Q4	$207K	Hold	7,461	–	–	0.03%	120
2024 Q3	$207K	Buy	+7,461	New	+$198K	0.03%	122
2024 Q2	–	Sell	-7,461	Closed	-$203K	–	124
2024 Q1	$203K	Buy	+7,461	New	+$190K	0.03%	122
2023 Q2	–	Sell	-7,461	Closed	-$169K	–	159
2023 Q1	$169K	Buy	+7,461	New	+$172K	0.03%	136
2020 Q4	–	Sell	-2,709	Closed	-$50K	–	259
2020 Q3	$50K	Buy	+2,709	New	+$50.2K	0.01%	188
2020 Q1	–	Sell	-17,901	Closed	-$359K	–	190
2019 Q4	$359K	Buy	17,901 +702	+4%	+$13.6K	0.11%	165
2019 Q3	$324K	Buy	17,199 +6	+0%	+$113	0.11%	146
2019 Q2	$327K	Sell	17,193 -1,401	-8%	-$26.2K	0.13%	150
2019 Q1	$343K	Sell	18,594 -3,675	-17%	-$65.7K	0.14%	148
2018 Q4	$356K	Buy	22,269 +1,446	+7%	+$25.3K	0.17%	127
2018 Q3	$401K	Buy	20,823 +5,184	+33%	+$98.8K	0.18%	128
2018 Q2	$286K	Sell	15,639 -7,521	-32%	-$136K	0.15%	130
2018 Q1	$408K	Buy	+23,160	New	+$416K	0.18%	123

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

Slow Capital's SCHM Position: Q1 2025 in Review

Slow Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 7,461 shares — an estimated $207K sold.

Slow Capital first reported a position in SCHM in Q1 2018 and held it in 13 quarters. The position peaked at $408K in Q1 2018. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

Slow Capital reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Slow Capital sold 7,461 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $207K.
Slow Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 13 quarters.
Slow Capital's Schwab US Mid-Cap ETF position peaked at $408K in Q1 2018.
911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Slow Capital's 13F filing for Q1 2025, filed 2 May 2025.