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Souders Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Souders Financial 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
Q1 		– Sell
-136,195
Closed -$3.77M – 191
2024
Q4 		$3.77M Sell
136,195
-692
-0.5% -$19.7K 0.53% 47
2024
Q3 		$3.79M Sell
136,887
-1,602
-1% -$42.6K 0.53% 57
2024
Q2 		$3.59M Buy
138,489
+2,514
+2% +$65.8K 0.54% 51
2024
Q1 		$3.69M Buy
135,975
+714
+0.5% +$18.2K 0.58% 47
2023
Q4 		$3.4M Buy
135,261
+741
+0.6% +$17K 0.58% 50
2023
Q3 		$3.03M Buy
134,520
+3,219
+2% +$76.3K 0.58% 53
2023
Q2 		$3.11M Sell
131,301
-1,824
-1% -$41.1K 0.59% 49
2023
Q1 		$3.01M Buy
133,125
+22,446
+20% +$517K 0.64% 54
2022
Q4 		$2.42M Buy
110,679
+6,060
+6% +$133K 0.55% 60
2022
Q3 		$2.11M Buy
104,619
+5,523
+6% +$123K 0.57% 60
2022
Q2 		$2.07M Buy
99,096
+8,718
+10% +$201K 0.6% 53
2022
Q1 		$2.29M Buy
90,378
+4,332
+5% +$109K 0.66% 49
2021
Q4 		$2.31M Buy
86,046
+5,628
+7% +$150K 0.66% 52
2021
Q3 		$2.06M Buy
80,418
+4,794
+6% +$125K 0.66% 50
2021
Q2 		$1.97M Buy
75,624
+2,775
+4% +$71.7K 0.66% 50
2021
Q1 		$1.81M Buy
72,849
+2,574
+4% +$62.4K 0.71% 46
2020
Q4 		$1.6M Buy
70,275
+807
+1% +$16.8K 0.7% 44
2020
Q3 		$1.44M Sell
69,468
-1,902
-3% -$35.2K 0.68% 43
2020
Q2 		$1.25M Sell
71,370
-4,365
-6% -$71.1K 0.72% 43
2020
Q1 		$1.06M Buy
+75,735
New +$1.39M 0.94% 28

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
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

Souders Financial Advisors's SCHM Position: Q1 2025 in Review

Souders Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 136,195 shares — an estimated $3.77M sold.

Souders Financial Advisors first reported a position in SCHM in Q1 2020 and held it in 20 quarters. The position peaked at $3.79M in Q3 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Souders Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Souders Financial Advisors sold 136,195 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $3.77M.
  • Souders Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and held it in 20 quarters.
  • Souders Financial Advisors's Schwab US Mid-Cap ETF position peaked at $3.79M in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Souders Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.