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Stephens Consulting’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stephens Consulting’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 		$51.7K Buy
1,718
+40
+2% +$1.19K 0.02% 140
2025
Q3 		$49.7K Sell
1,678
-220
-12% -$6.4K 0.02% 140
2025
Q2 		$53.2K Buy
1,898
+80
+4% +$2.11K 0.01% 189
2025
Q1 		$47.6K Hold
1,818
– – 0.01% 194
2024
Q4 		$50.4K Hold
1,818
– – 0.01% 189
2024
Q3 		$50.4K Hold
1,818
– – 0.01% 188
2024
Q2 		$47.2K Sell
1,818
-402
-18% -$10.5K 0.01% 188
2024
Q1 		$60.3K Sell
2,220
-309
-12% -$7.88K 0.02% 163
2023
Q4 		$63.5K Buy
2,529
+54
+2% +$1.24K 0.02% 154
2023
Q3 		$55.8K Hold
2,475
– – 0.02% 156
2023
Q2 		$58.6K Buy
2,475
+51
+2% +$1.15K 0.02% 148
2023
Q1 		$54.8K Hold
2,424
– – 0.03% 160
2022
Q4 		$53K Hold
2,424
– – 0.04% 165
2022
Q3 		$48.9K Buy
2,424
+2,115
+684% +$47.2K 0.04% 175
2022
Q2 		$6.46K Hold
309
– – 0.01% 385
2022
Q1 		$7.81K Hold
309
– – 0.01% 387
2021
Q4 		$8.28K Buy
+309
New +$8.24K 0.01% 420

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stephens Consulting's SCHM Position: Q4 2025 in Review

Stephens Consulting increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.4% in Q4 2025, buying an estimated $1.19K and bringing the position to 1,718 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #140.

Stephens Consulting first reported a position in SCHM in Q4 2021 and has held it in 17 quarters since. The position peaked at $63.5K in Q4 2023. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Stephens Consulting held 1,718 shares of Schwab US Mid-Cap ETF worth $51.7K as of Q4 2025.
  • Stephens Consulting bought 40 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $1.19K.
  • Schwab US Mid-Cap ETF made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #140 holding.
  • Stephens Consulting first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Schwab US Mid-Cap ETF position peaked at $63.5K in Q4 2023.
  • 995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.