SWM
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Stockman Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stockman Wealth 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
Q1 		– Sell
-11,361
Closed -$315K – 172
2024
Q4 		$315K Sell
11,361
-45
-0.4% -$1.28K 0.05% 133
2024
Q3 		$316K Sell
11,406
-957
-8% -$25.4K 0.05% 141
2024
Q2 		$321K Hold
12,363
– – 0.06% 132
2024
Q1 		$336K Hold
12,363
– – 0.06% 133
2023
Q4 		$310K Buy
12,363
+816
+7% +$18.7K 0.06% 131
2023
Q3 		$261K Sell
11,547
-3,747
-24% -$88.8K 0.06% 147
2023
Q2 		$362K Sell
15,294
-1,173
-7% -$26.4K 0.08% 129
2023
Q1 		$372K Sell
16,467
-174
-1% -$4.01K 0.08% 133
2022
Q4 		$364K Sell
16,641
-1,173
-7% -$25.7K 0.08% 133
2022
Q3 		$359K Sell
17,814
-1,479
-8% -$33K 0.1% 121
2022
Q2 		$403K Sell
19,293
-528
-3% -$12.2K 0.1% 113
2022
Q1 		$501K Sell
19,821
-2,991
-13% -$75K 0.1% 106
2021
Q4 		$612K Sell
22,812
-5,283
-19% -$141K 0.12% 98
2021
Q3 		$718K Sell
28,095
-17,916
-39% -$468K 0.16% 84
2021
Q2 		$1.2M Sell
46,011
-9,090
-16% -$235K 0.29% 63
2021
Q1 		$1.37M Sell
55,101
-24,318
-31% -$590K 0.38% 55
2020
Q4 		$1.8M Sell
79,419
-23,205
-23% -$484K 0.55% 53
2020
Q3 		$1.9M Sell
102,624
-19,200
-16% -$356K 0.69% 45
2020
Q2 		$2.14M Hold
121,824
– – 0.8% 42
2020
Q1 		$1.71M Sell
121,824
-4,974
-4% -$91.1K 0.76% 42
2019
Q4 		$2.54M Sell
126,798
-1,023
-0.8% -$19.8K 0.9% 40
2019
Q3 		$2.41M Buy
127,821
+6,042
+5% +$114K 0.92% 40
2019
Q2 		$2.32M Sell
121,779
-11,274
-8% -$211K 0.95% 38
2019
Q1 		$2.46M Sell
133,053
-3,717
-3% -$66.4K 1.07% 35
2018
Q4 		$2.19M Buy
136,770
+657
+0.5% +$11.5K 1.04% 35
2018
Q3 		$2.62M Sell
136,113
-1,146
-0.8% -$21.8K 1.13% 32
2018
Q2 		$2.51M Buy
137,259
+2,745
+2% +$49.6K 1.15% 32
2018
Q1 		$2.37M Sell
134,514
-7,248
-5% -$130K 1.09% 37
2017
Q4 		$2.52M Buy
141,762
+3,645
+3% +$62.9K 1.13% 36
2017
Q3 		$2.31M Buy
+138,117
New +$2.25M 1.1% 36
2017
Q2 		– Sell
-119,748
Closed -$1.89M – 133
2017
Q1 		$1.89M Buy
119,748
+4,653
+4% +$72.5K 1.07% 37
2016
Q4 		$1.73M Buy
115,095
+675
+0.6% +$9.88K 1.05% 41
2016
Q3 		$1.66M Sell
114,420
-2,688
-2% -$38.9K 1.03% 44
2016
Q2 		$1.64M Buy
117,108
+1,785
+2% +$24.6K 1.28% 38
2016
Q1 		$1.56M Sell
115,323
-12
-0% -$151 1.24% 40
2015
Q4 		$1.54M Buy
115,335
+987
+0.9% +$13.4K 1.25% 37
2015
Q3 		$1.48M Buy
114,348
+5,259
+5% +$73K 1.28% 36
2015
Q2 		$1.55M Buy
109,089
+4,692
+4% +$67.9K 1.32% 37
2015
Q1 		$1.5M Buy
104,397
+9,330
+10% +$130K 1.28% 36
2014
Q4 		$1.29M Buy
+95,067
New +$1.25M 1.1% 42

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 $103B AUM 28.65% 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

Stockman Wealth Management's SCHM Position: Q1 2025 in Review

Stockman Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 11,361 shares — an estimated $315K sold.

Stockman Wealth Management first reported a position in SCHM in Q4 2014 and held it in 40 quarters. The position peaked at $2.62M in Q3 2018. 912 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Stockman Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Stockman Wealth Management sold 11,361 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $315K.
  • Stockman Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and held it in 40 quarters.
  • Stockman Wealth Management's Schwab US Mid-Cap ETF position peaked at $2.62M in Q3 2018.
  • 912 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Stockman Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.