Smith Anglin Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Smith Anglin Financial’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	$1.46M	Sell	52,088 -3,643	-7%	-$96.1K	0.13%	64
2025 Q1	$1.46M	Sell	55,731 -17	-0%	-$473	0.15%	57
2024 Q4	$1.54M	Buy	55,748 +167	+0.3%	+$4.76K	0.15%	56
2024 Q3	$1.54M	Sell	55,581 -6,066	-10%	-$161K	0.15%	58
2024 Q2	$1.6M	Buy	61,647 +1,695	+3%	+$44.3K	0.16%	51
2024 Q1	$1.63M	Sell	59,952 -1,089	-2%	-$27.8K	0.17%	53
2023 Q4	$1.53M	Sell	61,041 -33,681	-36%	-$772K	0.18%	53
2023 Q3	$2.14M	Sell	94,722 -8,223	-8%	-$195K	0.26%	46
2023 Q2	$2.44M	Sell	102,945 -9,105	-8%	-$205K	0.3%	41
2023 Q1	$2.53M	Sell	112,050 -30,162	-21%	-$695K	0.38%	31
2022 Q4	$3.11M	Sell	142,212 -7,254	-5%	-$159K	0.59%	25
2022 Q3	$3.02M	Buy	149,466 +32,685	+28%	+$729K	0.64%	23
2022 Q2	$2.44M	Sell	116,781 -342	-0.3%	-$7.89K	0.71%	23
2022 Q1	$2.96M	Sell	117,123 -7,548	-6%	-$189K	0.69%	26
2021 Q4	$3.34M	Sell	124,671 -4,815	-4%	-$128K	0.57%	34
2021 Q3	$3.31M	Buy	129,486 +4,002	+3%	+$105K	0.65%	32
2021 Q2	$3.27M	Sell	125,484 -8,115	-6%	-$210K	0.63%	33
2021 Q1	$3.31M	Sell	133,599 -253,671	-66%	-$6.15M	0.72%	31
2020 Q4	$8.8M	Buy	+387,270	New	+$8.08M	1.58%	18

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWMT

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Smith Anglin Financial's SCHM Position: Q2 2025 in Review

Smith Anglin Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.5% in Q2 2025, selling an estimated $96.1K and leaving 52,088 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #64.

Smith Anglin Financial first reported a position in SCHM in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.8M in Q4 2020. 945 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

Smith Anglin Financial held 52,088 shares of Schwab US Mid-Cap ETF worth $1.46M as of Q2 2025.
Smith Anglin Financial sold 3,643 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $96.1K.
Schwab US Mid-Cap ETF made up 0.13% of Smith Anglin Financial's portfolio in Q2 2025, its #64 holding.
Smith Anglin Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's Schwab US Mid-Cap ETF position peaked at $8.8M in Q4 2020.
945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.