Tucker Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tucker Asset 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 Q4	$1.08K	Buy	+36	New	+$1.07K	﹤0.01%	934
2025 Q3	–	Sell	-744	Closed	-$20.9K	–	340
2025 Q2	$20.9K	Hold	744	–	–	0.01%	198
2025 Q1	$19.5K	Hold	744	–	–	0.01%	203
2024 Q4	$20.6K	Hold	744	–	–	﹤0.01%	559
2024 Q3	$20.6K	Hold	744	–	–	﹤0.01%	532
2024 Q2	$19.3K	Hold	744	–	–	﹤0.01%	646
2024 Q1	$20.2K	Buy	744 +195	+36%	+$4.97K	﹤0.01%	661
2023 Q4	$13.8K	Hold	549	–	–	﹤0.01%	626
2023 Q3	$12.4K	Hold	549	–	–	﹤0.01%	606
2023 Q2	$13K	Buy	+549	New	+$12.4K	﹤0.01%	460

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tucker Asset Management's SCHM Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2025: 36 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SCHM as recently as Q2 2025.

Tucker Asset Management first reported a position in SCHM in Q2 2023 and has held it in 10 quarters since. The position peaked at $20.9K in Q2 2025. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

Tucker Asset Management held 36 shares of Schwab US Mid-Cap ETF worth $1.08K as of Q4 2025.
Schwab US Mid-Cap ETF was a new Tucker Asset Management position in Q4 2025.
Schwab US Mid-Cap ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #934 holding.
Tucker Asset Management first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 10 quarters since.
Tucker Asset Management's Schwab US Mid-Cap ETF position peaked at $20.9K in Q2 2025.
995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.