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Windsor Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Windsor Advisory Group’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
-12,092
Closed -$335K – 73
2024
Q4 		$335K Sell
12,092
-34,219
-74% -$975K 0.39% 41
2024
Q3 		$1.28M Sell
46,311
-62,820
-58% -$1.67M 1.45% 15
2024
Q2 		$2.83M Buy
+109,131
New +$2.86M 5.68% 6

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

Windsor Advisory Group's SCHM Position: Q1 2025 in Review

Windsor Advisory Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 12,092 shares — an estimated $335K sold.

Windsor Advisory Group first reported a position in SCHM in Q2 2024 and held it in 3 quarters. The position peaked at $2.83M in Q2 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Windsor Advisory Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Windsor Advisory Group sold 12,092 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $335K.
  • Windsor Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Windsor Advisory Group's Schwab US Mid-Cap ETF position peaked at $2.83M in Q2 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Windsor Advisory Group's 13F filing for Q1 2025, filed 15 May 2025.