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Williams Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Williams Financial’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 		– Sell
-16,328
Closed -$484K – 29
2025
Q3 		$484K Buy
+16,328
New +$475K 0.5% 9
2025
Q1 		– Sell
-15,775
Closed -$437K – 22
2024
Q4 		$437K Buy
15,775
+58
+0.4% +$1.65K 0.27% 10
2024
Q3 		$435K Buy
15,717
+102
+0.7% +$2.71K 0.27% 10
2024
Q2 		$405K Buy
15,615
+564
+4% +$14.8K 0.27% 10
2024
Q1 		$409K Buy
15,051
+45
+0.3% +$1.15K 0.27% 12
2023
Q4 		$377K Sell
15,006
-33
-0.2% -$756 0.27% 26
2023
Q3 		$339K Buy
15,039
+153
+1% +$3.63K 0.26% 26
2023
Q2 		$352K Buy
14,886
+519
+4% +$11.7K 0.26% 24
2023
Q1 		$325K Buy
14,367
+48
+0.3% +$1.1K 0.25% 25
2022
Q4 		$313K Buy
14,319
+228
+2% +$5K 0.27% 23
2022
Q3 		$284K Buy
14,091
+57
+0.4% +$1.27K 0.24% 25
2022
Q2 		$293K Buy
14,034
+57
+0.4% +$1.31K 0.24% 20
2022
Q1 		$353K Buy
13,977
+426
+3% +$10.7K 0.27% 31
2021
Q4 		$363K Buy
13,551
+180
+1% +$4.8K 0.27% 31
2021
Q3 		$341K Buy
13,371
+42
+0.3% +$1.1K 0.3% 26
2021
Q2 		$348K Buy
13,329
+33
+0.2% +$852 0.28% 37
2021
Q1 		$330K Buy
+13,296
New +$323K 0.28% 37

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Williams Financial's SCHM Position: Q4 2025 in Review

Williams Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 16,328 shares — an estimated $484K sold.

Williams Financial first reported a position in SCHM in Q1 2021 and held it in 17 quarters. The position peaked at $484K in Q3 2025. 997 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Williams Financial reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Williams Financial sold 16,328 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $484K.
  • Williams Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 17 quarters.
  • Williams Financial's Schwab US Mid-Cap ETF position peaked at $484K in Q3 2025.
  • 997 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Williams Financial's 13F filing for Q4 2025, filed 2 Feb 2026.