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White Knight Strategic Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

White Knight Strategic 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
Q1 		– Sell
-19,708
Closed -$546K – 102
2024
Q4 		$546K Buy
19,708
+8,692
+79% +$248K 0.23% 68
2024
Q3 		$305K Sell
11,016
-1,086
-9% -$28.9K 0.28% 65
2024
Q2 		$314K Sell
12,102
-1,749
-13% -$45.8K 0.31% 57
2024
Q1 		$376K Sell
13,851
-1,485
-10% -$37.9K 0.39% 49
2023
Q4 		$385K Sell
15,336
-9,900
-39% -$227K 0.44% 47
2023
Q3 		$569K Sell
25,236
-20,787
-45% -$492K 0.75% 33
2023
Q2 		$1.09M Sell
46,023
-8,478
-16% -$191K 1.28% 21
2023
Q1 		$1.23M Sell
54,501
-14,514
-21% -$334K 1.55% 20
2022
Q4 		$1.51M Sell
69,015
-2,793
-4% -$61.2K 2.07% 12
2022
Q3 		$1.45M Sell
71,808
-999
-1% -$22.3K 2.07% 13
2022
Q2 		$1.52M Buy
72,807
+3,510
+5% +$81K 2.1% 13
2022
Q1 		$1.75M Sell
69,297
-714
-1% -$17.9K 1.89% 13
2021
Q4 		$1.88M Buy
+70,011
New +$1.87M 1.96% 15

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

White Knight Strategic Wealth Advisors's SCHM Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 19,708 shares — an estimated $546K sold.

White Knight Strategic Wealth Advisors first reported a position in SCHM in Q4 2021 and held it in 13 quarters. The position peaked at $1.88M in Q4 2021. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • White Knight Strategic Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 19,708 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $546K.
  • White Knight Strategic Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 13 quarters.
  • White Knight Strategic Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $1.88M in Q4 2021.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.