Tradition Wealth Management, LLC

RIA/Wealth

Tradition Wealth Management, LLC is a RIA/Wealth based in Edina, MN led by Chadwick James Schumacher, reporting $2.0B in AUM as of Q3 2025 with 74% ETF concentration.

DirectorChadwick James Schumacher

Portfolio Value: $1.3B
Positions: 468
Top Holding: SCHG at 3.79%
Last Reported: Q3 2025

Address7601 France Avenue South, Suite 100, Edina, MN, 55435, United States

Top Holdings

Largest long holdings in Tradition Wealth Management, LLC's portfolio (24.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$50.6M	3.79%	-$1.6M Sold	— 1.6M shares	Q4 2020 Held for 4y 11m
2 FT Vest Laddered Buffer BUFR	ETF ETF	$41.7M	3.13%	-$194.1K Sold	— 1.2M shares	Q3 2021 Held for 4y 2m
3 JPMorgan BetaBuilders U.S. Equity ETF BBUS	ETF ETF	$40.7M	3.05%	+$2.1M Bought	— 337.1K shares	Q2 2024 Held for 1y 5m
4 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$35.4M	2.65%	-$5.5M Sold	— 745.1K shares	Q4 2023 Held for 1y 11m
5 Apple AAPL	Consumer Electronics Technology	$30.9M	2.31%	-$205.7K Sold	0.00% 121.2K shares	Q4 2020 Held for 4y 11m
6 Nvidia NVDA	Semiconductors Technology	$29.6M	2.21%	+$312.7K Bought	0.00% 158.4K shares	Q4 2020 Held for 4y 11m
7 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$27.4M	2.06%	-$35.2K Sold	— 942.4K shares	Q1 2024 Held for 1y 8m
8 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$22.7M	1.70%	+$1.1M Bought	— 904.0K shares	Q4 2020 Held for 4y 11m
9 Xtrackers MSCI EAFE Hedged Equity DBEF	ETF ETF	$22.3M	1.67%	-$4.0M Sold	— 481.5K shares	Q4 2020 Held for 4y 11m
10 iShares Russell 1000 Growth IWF	ETF ETF	$22.0M	1.65%	-$37.0K Sold	— 47.0K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tradition Wealth Management, LLC's latest filing

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Market Value

$1.3B

Prior: $1.2B

Q/Q Change

+7.7%

+$95.4M

Net Flows % of MV

+0.22%

Turnover Ratio

5.3%

New Purchases

23 stocks

$11.5M

Added To

176 stocks

+$60.1M

Sold Out Of

23 stocks

$5.4M

Reduced Holdings

191 stocks

-$63.2M

Increased Positions

Position	Shares Δ	Change
1 GPT OpenAI GPT	New	0 → 49.7K +$1.5M
2 Global X Defense Tech SHLD	New	0 → 18.9K +$1.3M
3 Avantis Emerging Markets Equity AVEM	New	0 → 17.0K +$1.3M
4 WisdomTree Artificial Intelligence and Innovation Fund WTAI	New	0 → 33.5K +$956.6K
5 CoreWeave, Inc. CRWV	New	0 → 6.4K +$873.1K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Short-Term Corporate Bond VCSH	Sold	13.8K → 0 −$1.1M
2 Distillate U.S. Fundamental Stability & Value DSTL	Sold	8.2K → 0 −$455.7K
3 iShares Preferred and Income Securities ETF PFF	Sold	12.5K → 0 −$383.3K
4 Invesco FTSE RAFI US 1000 PRF	Sold	9.0K → 0 −$379.4K
5 FS KKR Capital Corp. FSK	Sold	14.6K → 0 −$303.9K