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Transform Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Transform Wealth’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 		$1.78M Sell
67,830
-27,833
-29% -$775K 0.11% 121
2024
Q4 		$2.65M Sell
95,663
-5,518
-5% -$157K 0.15% 108
2024
Q3 		$2.8M Sell
101,181
-3,684
-4% -$98K 0.19% 88
2024
Q2 		$2.73M Buy
104,865
+13,569
+15% +$355K 0.2% 84
2024
Q1 		$2.48M Buy
91,296
+1,338
+1% +$34.1K 0.24% 88
2023
Q4 		$2.26M Sell
89,958
-1,041
-1% -$23.9K 0.22% 104
2023
Q3 		$2.05M Sell
90,999
-81,261
-47% -$1.93M 0.22% 102
2023
Q2 		$4.08M Sell
172,260
-2,790
-2% -$62.9K 0.37% 89
2023
Q1 		$3.96M Buy
175,050
+86,145
+97% +$1.98M 0.37% 80
2022
Q4 		$1.94M Buy
+88,905
New +$1.95M 0.22% 99
2020
Q1 		– Sell
-39,648
Closed -$795K – 232
2019
Q4 		$795K Sell
39,648
-9,687
-20% -$188K 0.13% 131
2019
Q3 		$930K Sell
49,335
-15,840
-24% -$299K 0.17% 118
2019
Q2 		$1.24M Sell
65,175
-20,583
-24% -$385K 0.18% 121
2019
Q1 		$1.58M Sell
85,758
-6,243
-7% -$112K 0.29% 100
2018
Q4 		$1.47M Hold
92,001
– – 0.3% 96
2018
Q3 		$1.77M Sell
92,001
-816
-0.9% -$15.5K 0.31% 96
2018
Q2 		$1.7M Sell
92,817
-3,954
-4% -$71.5K 0.31% 98
2018
Q1 		$1.71M Buy
96,771
+1,245
+1% +$22.4K 0.32% 99
2017
Q4 		$1.7M Buy
95,526
+78
+0.1% +$1.35K 0.31% 108
2017
Q3 		$1.59M Buy
+95,448
New +$1.55M 0.56% 53
2017
Q2 		– Sell
-109,206
Closed -$1.72M – 149
2017
Q1 		$1.72M Sell
109,206
-3,429
-3% -$53.4K 0.64% 44
2016
Q4 		$1.7M Sell
112,635
-16,260
-13% -$238K 0.67% 37
2016
Q3 		$1.87M Sell
128,895
-462
-0.4% -$6.68K 0.8% 30
2016
Q2 		$1.81M Buy
+129,357
New +$1.78M 0.76% 31

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

Transform Wealth's SCHM Position: Q1 2025 in Review

Transform Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 29% in Q1 2025, selling an estimated $775K and leaving 67,830 shares worth $1.78M. The position accounts for 0.11% of the portfolio, ranked #121.

Transform Wealth first reported a position in SCHM in Q2 2016 and has held it in 24 quarters since. The position peaked at $4.08M in Q2 2023. 912 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Transform Wealth held 67,830 shares of Schwab US Mid-Cap ETF worth $1.78M as of Q1 2025.
  • Transform Wealth sold 27,833 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $775K.
  • Schwab US Mid-Cap ETF made up 0.11% of Transform Wealth's portfolio in Q1 2025, its #121 holding.
  • Transform Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2016 and has held it in 24 quarters since.
  • Transform Wealth's Schwab US Mid-Cap ETF position peaked at $4.08M in Q2 2023.
  • 912 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.