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Asset Planning Services Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Asset Planning Services Inc’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
2026
Q1 		$587K Buy
18,946
+85
+0.5% +$2.71K 0.26% 28
2025
Q4 		$567K Sell
18,861
-470
-2% -$14K 0.25% 29
2025
Q3 		$573K Buy
19,331
+810
+4% +$23.6K 0.24% 30
2025
Q2 		$520K Sell
18,521
-195
-1% -$5.14K 0.24% 30
2025
Q1 		$490K Hold
18,716
– – 0.25% 30
2024
Q4 		$519K Buy
18,716
+335
+2% +$9.54K 0.25% 30
2024
Q3 		$509K Buy
18,381
+1,050
+6% +$27.9K 0.25% 30
2024
Q2 		$450K Sell
17,331
-600
-3% -$15.7K 0.24% 30
2024
Q1 		$487K Sell
17,931
-1,260
-7% -$32.1K 0.27% 31
2023
Q4 		$482K Sell
19,191
-300
-2% -$6.87K 0.29% 32
2023
Q3 		$440K Buy
19,491
+120
+0.6% +$2.84K 0.29% 31
2023
Q2 		$459K Buy
19,371
+1,365
+8% +$30.8K 0.28% 32
2023
Q1 		$407K Buy
18,006
+1,875
+12% +$43.2K 0.26% 33
2022
Q4 		$353K Sell
16,131
-600
-4% -$13.2K 0.22% 33
2022
Q3 		$338K Hold
16,731
– – 0.24% 32
2022
Q2 		$350K Sell
16,731
-1,110
-6% -$25.6K 0.23% 32
2022
Q1 		$451K Buy
17,841
+165
+0.9% +$4.14K 0.26% 33
2021
Q4 		$474K Buy
17,676
+4,290
+32% +$114K 0.26% 36
2021
Q3 		$342K Hold
13,386
– – 0.2% 36
2021
Q2 		$349K Buy
13,386
+225
+2% +$5.81K 0.2% 36
2021
Q1 		$327K Buy
13,161
+1,500
+13% +$36.4K 0.2% 38
2020
Q4 		$265K Sell
11,661
-300
-3% -$6.26K 0.17% 37
2020
Q3 		$221K Hold
11,961
– – 0.15% 36
2020
Q2 		$210K Buy
+11,961
New +$195K 0.15% 36
2020
Q1 		– Sell
-11,436
Closed -$229K – 39
2019
Q4 		$229K Sell
11,436
-300
-3% -$5.81K 0.15% 39
2019
Q3 		$221K Buy
+11,736
New +$222K 0.14% 40
2018
Q4 		– Sell
-7,836
Closed -$151K – 39
2018
Q3 		$151K Buy
+7,836
New +$149K 0.1% 37

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Planning Services Inc's SCHM Position: Q1 2026 in Review

Asset Planning Services Inc increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.45% in Q1 2026, buying an estimated $2.71K and bringing the position to 18,946 shares worth $587K. The position accounts for 0.26% of the portfolio, ranked #28.

Asset Planning Services Inc first reported a position in SCHM in Q3 2018 and has held it in 27 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Asset Planning Services Inc held 18,946 shares of Schwab US Mid-Cap ETF worth $587K as of Q1 2026.
  • Asset Planning Services Inc bought 85 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.71K.
  • Schwab US Mid-Cap ETF made up 0.26% of Asset Planning Services Inc's portfolio in Q1 2026, its #28 holding.
  • Asset Planning Services Inc first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 27 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.