Cascade Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cascade Financial Partners’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 Q2	$1.28M	Sell	34,589 -598	-2%	-$20.6K	0.11%	108
2026 Q1	$1.09M	Buy	35,187 +3,650	+12%	+$116K	0.11%	113
2025 Q4	$948K	Sell	31,537 -2,231	-7%	-$66.5K	0.1%	120
2025 Q3	$1M	Buy	33,768 +1,344	+4%	+$39.1K	0.11%	115
2025 Q2	$909K	Buy	32,424 +1,642	+5%	+$43.3K	0.11%	119
2025 Q1	$806K	Sell	30,782 -106	-0.3%	-$2.95K	0.1%	117
2024 Q4	$856K	Sell	30,888 -61,191	-66%	-$1.74M	0.11%	109
2024 Q3	$855K	Buy	92,079 +59,127	+179%	+$1.57M	0.11%	108
2024 Q2	$855K	Sell	32,952 -30	-0.1%	-$785	0.11%	107
2024 Q1	$853K	Buy	+32,982	New	+$841K	0.12%	104

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

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

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

Cascade Financial Partners's SCHM Position: Q2 2026 in Review

Cascade Financial Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q2 2026, selling an estimated $20.6K and leaving 34,589 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #108.

Cascade Financial Partners first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cascade Financial Partners held 34,589 shares of Schwab US Mid-Cap ETF worth $1.28M as of Q2 2026.
Cascade Financial Partners sold 598 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $20.6K.
Schwab US Mid-Cap ETF made up 0.11% of Cascade Financial Partners's portfolio in Q2 2026, its #108 holding.
Cascade Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.