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Warren Street Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Warren Street Wealth Advisors’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
-19,918
Closed -$559K – 156
2025
Q2 		$559K Sell
19,918
-374
-2% -$9.87K 0.18% 59
2025
Q1 		$532K Buy
20,292
+1,314
+7% +$36.6K 0.21% 55
2024
Q4 		$526K Sell
18,978
-2,166
-10% -$61.7K 0.22% 54
2024
Q3 		$586K Buy
21,144
+1,812
+9% +$48.2K 0.24% 48
2024
Q2 		$502K Sell
19,332
-297
-2% -$7.77K 0.25% 51
2024
Q1 		$533K Sell
19,629
-81
-0.4% -$2.07K 0.26% 50
2023
Q4 		$495K Sell
19,710
-1,662
-8% -$38.1K 0.28% 48
2023
Q3 		$482K Sell
21,372
-1,233
-5% -$29.2K 0.32% 43
2023
Q2 		$535K Buy
22,605
+267
+1% +$6.02K 0.35% 37
2023
Q1 		$505K Buy
22,338
+870
+4% +$20K 0.36% 36
2022
Q4 		$470K Sell
21,468
-2,322
-10% -$50.9K 0.38% 32
2022
Q3 		$480K Buy
23,790
+318
+1% +$7.09K 0.48% 29
2022
Q2 		$491K Sell
23,472
-2,106
-8% -$48.6K 0.47% 29
2022
Q1 		$647K Buy
25,578
+492
+2% +$12.3K 0.56% 27
2021
Q4 		$673K Buy
+25,086
New +$669K 0.62% 25

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
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
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 $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
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Warren Street Wealth Advisors's SCHM Position: Q3 2025 in Review

Warren Street Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 19,918 shares — an estimated $559K sold.

Warren Street Wealth Advisors first reported a position in SCHM in Q4 2021 and held it in 15 quarters. The position peaked at $673K in Q4 2021. 943 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Warren Street Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 19,918 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $559K.
  • Warren Street Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 15 quarters.
  • Warren Street Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $673K in Q4 2021.
  • 943 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Warren Street Wealth Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.