SIM
SCHM icon

Studio Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Studio Investment 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
Q2 		– Sell
-1,869
Closed -$49K – 283
2025
Q1 		$49K Hold
1,869
– – 0.01% 204
2024
Q4 		$51.8K Hold
1,869
– – 0.01% 195
2024
Q3 		$51.8K Hold
1,869
– – 0.01% 191
2024
Q2 		$48.8K Buy
+1,869
New +$48.9K 0.01% 181

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
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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Studio Investment Management's SCHM Position: Q2 2025 in Review

Studio Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 1,869 shares — an estimated $49K sold.

Studio Investment Management first reported a position in SCHM in Q2 2024 and held it in 4 quarters. The position peaked at $51.8K in Q4 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Studio Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 1,869 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $49K.
  • Studio Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 4 quarters.
  • Studio Investment Management's Schwab US Mid-Cap ETF position peaked at $51.8K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.