CFFP
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Center for Financial Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Center for Financial Planning’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 		$6.2K Buy
+168
New +$5.78K ﹤0.01% 536
2020
Q2 		– Sell
-54
Closed -$1K – 552
2020
Q1 		$1K Buy
+54
New +$989 ﹤0.01% 548

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Center for Financial Planning's SCHM Position: Q2 2026 in Review

Center for Financial Planning opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 168 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Center for Financial Planning previously reported a position in SCHM as recently as Q1 2020.

Center for Financial Planning first reported a position in SCHM in Q1 2020 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Center for Financial Planning held 168 shares of Schwab US Mid-Cap ETF worth $6.2K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Center for Financial Planning position in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #536 holding.
  • Center for Financial Planning first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.