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

Truvestments 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
Q3 		– Sell
-991
Closed -$27.8K – 1108
2025
Q2 		$27.8K Buy
991
+4
+0.4% +$106 0.01% 487
2025
Q1 		$25.9K Buy
987
+3
+0.3% +$84 0.01% 505
2024
Q4 		$27.3K Hold
984
– – 0.01% 459
2024
Q3 		$27.3K Buy
+984
New +$26.2K 0.01% 453
2024
Q2 		– Sell
-984
Closed -$26.7K – 599
2024
Q1 		$26.7K Hold
984
– – 0.01% 411
2023
Q4 		$24.7K Hold
984
– – 0.01% 411
2023
Q3 		$22.2K Sell
984
-114
-10% -$2.7K 0.01% 375
2023
Q2 		$26K Sell
1,098
-24
-2% -$541 0.01% 351
2023
Q1 		$25.4K Hold
1,122
– – 0.01% 354
2022
Q4 		$24.5K Hold
1,122
– – 0.01% 363
2022
Q3 		$23K Hold
1,122
– – 0.01% 328
2022
Q2 		$23K Buy
+1,122
New +$25.9K 0.01% 330
2022
Q1 		– Sell
-1,122
Closed -$30K – 469
2021
Q4 		$30K Hold
1,122
– – 0.02% 315
2021
Q3 		$29K Sell
1,122
-660
-37% -$17.2K 0.02% 293
2021
Q2 		$46K Sell
1,782
-102
-5% -$2.63K 0.03% 255
2021
Q1 		$47K Buy
1,884
+42
+2% +$1.02K 0.03% 291
2020
Q4 		$41K Buy
+1,842
New +$38.4K 0.03% 285
2020
Q3 		– Sell
-1,686
Closed -$29K – 507
2020
Q2 		$29K Sell
1,686
-3,882
-70% -$63.3K 0.03% 264
2020
Q1 		$78K Buy
+5,568
New +$102K 0.1% 138

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $4.14B AUM 21.49% 1-Year Est. Return

Truvestments Capital's SCHM Position: Q3 2025 in Review

Truvestments Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 991 shares — an estimated $27.8K sold.

Truvestments Capital first reported a position in SCHM in Q1 2020 and held it in 19 quarters. The position peaked at $78K in Q1 2020. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Truvestments Capital reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Truvestments Capital sold 991 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $27.8K.
  • Truvestments Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and held it in 19 quarters.
  • Truvestments Capital's Schwab US Mid-Cap ETF position peaked at $78K in Q1 2020.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Truvestments Capital's 13F filing for Q3 2025, filed 14 Nov 2025.