SWIM
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Smallwood Wealth Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Smallwood Wealth Investment 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
Q2 		– Sell
-40
Closed -$1.05K – 580
2025
Q1 		$1.05K Buy
+40
New +$1.11K ﹤0.01% 419

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Cerity Partners
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LWMT
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Smallwood Wealth Investment Management's SCHM Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 40 shares — an estimated $1.05K sold.

Smallwood Wealth Investment Management first reported a position in SCHM in Q1 2025 and held it in 1 quarter. The position peaked at $1.05K in Q1 2025. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 40 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $1.05K.
  • Smallwood Wealth Investment Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Schwab US Mid-Cap ETF position peaked at $1.05K in Q1 2025.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.