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

SOA Wealth Advisors’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 Q4	–	Sell	-6,039	Closed	-$179K	–	903
2025 Q3	$179K	Buy	6,039 +26	+0.4%	+$757	0.03%	215
2025 Q2	$169K	Buy	6,013 +22	+0.4%	+$580	0.03%	213
2025 Q1	$157K	Buy	5,991 +18	+0.3%	+$501	0.03%	211
2024 Q4	$166K	Buy	5,973 +24	+0.4%	+$684	0.03%	201
2024 Q3	$165K	Buy	5,949 +42	+0.7%	+$1.12K	0.03%	203
2024 Q2	$153K	Hold	5,907	–	–	0.03%	205
2024 Q1	$160K	Sell	5,907 -1,434	-20%	-$36.6K	0.03%	200
2023 Q4	$184K	Hold	7,341	–	–	0.04%	187
2023 Q3	$166K	Buy	7,341 +1,434	+24%	+$34K	0.04%	184
2023 Q2	$140K	Hold	5,907	–	–	0.03%	198
2023 Q1	$134K	Hold	5,907	–	–	0.03%	199
2022 Q4	$129K	Buy	+5,907	New	+$129K	0.03%	195

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

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

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

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

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

LWMT

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SOA Wealth Advisors's SCHM Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 6,039 shares — an estimated $179K sold.

SOA Wealth Advisors first reported a position in SCHM in Q4 2022 and held it in 12 quarters. The position peaked at $184K in Q4 2023. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

SOA Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 6,039 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $179K.
SOA Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 12 quarters.
SOA Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $184K in Q4 2023.
1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.