Benchmark Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Benchmark Wealth Management’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 Q2	$1.46M	Hold	52,059	–	–	0.65%	24
2025 Q1	$1.36M	Hold	52,059	–	–	0.66%	24
2024 Q4	$1.44M	Buy	52,059 +5,112	+11%	+$146K	0.71%	17
2024 Q3	$1.3M	Buy	46,947 +3	+0%	+$80	0.64%	18
2024 Q2	$1.22M	Hold	46,944	–	–	0.65%	18
2024 Q1	$1.27M	Hold	46,944	–	–	0.69%	18
2023 Q4	$1.18M	Sell	46,944 -2,370	-5%	-$54.3K	0.7%	20
2023 Q3	$1.11M	Hold	49,314	–	–	0.71%	20
2023 Q2	$1.17M	Buy	49,314 +3	+0%	+$68	0.7%	19
2023 Q1	$1.11M	Hold	49,311	–	–	0.71%	20
2022 Q4	$1.08M	Hold	49,311	–	–	0.78%	19
2022 Q3	$995K	Buy	49,311 +4,122	+9%	+$92K	0.78%	18
2022 Q2	$945K	Hold	45,189	–	–	0.7%	16
2022 Q1	$1.14M	Hold	45,189	–	–	0.77%	15
2021 Q4	$1.21M	Hold	45,189	–	–	0.78%	15
2021 Q3	$1.16M	Hold	45,189	–	–	0.81%	14
2021 Q2	$1.18M	Hold	45,189	–	–	0.81%	14
2021 Q1	$1.12M	Hold	45,189	–	–	0.83%	15
2020 Q4	$1.03M	Hold	45,189	–	–	0.78%	13
2020 Q3	$836K	Hold	45,189	–	–	0.66%	13
2020 Q2	$793K	Hold	45,189	–	–	0.68%	13
2020 Q1	$635K	Sell	45,189 -3,237	-7%	-$59.3K	0.64%	15
2019 Q4	$971K	Buy	+48,426	New	+$938K	0.84%	14

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Benchmark Wealth Management's SCHM Position: Q2 2025 in Review

Benchmark Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2025 at 52,059 shares worth $1.46M. The position accounts for 0.65% of the portfolio, ranked #24.

Benchmark Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 23 quarters since. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

Benchmark Wealth Management held 52,059 shares of Schwab US Mid-Cap ETF worth $1.46M as of Q2 2025.
Benchmark Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2025.
Schwab US Mid-Cap ETF made up 0.65% of Benchmark Wealth Management's portfolio in Q2 2025, its #24 holding.
Benchmark Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.