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

Traub Capital 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
Q3 		– Sell
-3,120
Closed -$87.5K – 455
2025
Q2 		$87.5K Buy
+3,120
New +$82.3K 0.08% 183

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Traub Capital Management's SCHM Position: Q3 2025 in Review

Traub Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 3,120 shares — an estimated $87.5K sold.

Traub Capital Management first reported a position in SCHM in Q2 2025 and held it in 1 quarter. The position peaked at $87.5K in Q2 2025. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Traub Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Traub Capital Management sold 3,120 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $87.5K.
  • Traub Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Traub Capital Management's Schwab US Mid-Cap ETF position peaked at $87.5K in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Traub Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.