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TownSquare Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TownSquare Capital’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
-282,484
Closed -$7.4M – 1420
2025
Q1 		$7.4M Buy
282,484
+2,578
+0.9% +$71.8K 0.08% 235
2024
Q4 		$7.76M Sell
279,906
-14,046
-5% -$400K 0.09% 211
2024
Q3 		$8.14M Sell
293,952
-99,828
-25% -$2.65M 0.1% 198
2024
Q2 		$10.2M Buy
393,780
+27,993
+8% +$732K 0.14% 141
2024
Q1 		$9.93M Buy
365,787
+357,282
+4,201% +$9.11M 0.15% 139
2023
Q4 		$214K Buy
+8,505
New +$195K ﹤0.01% 1039

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HighTower Advisors
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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

TownSquare Capital's SCHM Position: Q2 2025 in Review

TownSquare Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 282,484 shares — an estimated $7.4M sold.

TownSquare Capital first reported a position in SCHM in Q4 2023 and held it in 6 quarters. The position peaked at $10.2M in Q2 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • TownSquare Capital reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 282,484 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $7.4M.
  • TownSquare Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 6 quarters.
  • TownSquare Capital's Schwab US Mid-Cap ETF position peaked at $10.2M in Q2 2024.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.