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

Wingate 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
-3,632
Closed -$101K – 361
2024
Q4 		$101K Buy
+3,632
New +$103K 0.1% 139

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Northwestern Mutual Wealth Management
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AA
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Cerity Partners
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Wealth Enhancement Advisory Services
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LWMT
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Wingate Wealth Advisors's SCHM Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 3,632 shares — an estimated $101K sold.

Wingate Wealth Advisors first reported a position in SCHM in Q4 2024 and held it in 1 quarter. The position peaked at $101K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 3,632 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $101K.
  • Wingate Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $101K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.