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Comprehensive Financial Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Comprehensive 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 		$28.7K Hold
779
– – 0.02% 214
2026
Q1 		$24.1K Buy
+779
New +$24.8K 0.02% 202

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Comprehensive Financial Planning's SCHM Position: Q2 2026 in Review

Comprehensive Financial Planning held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 779 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #214.

Comprehensive Financial Planning first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Comprehensive Financial Planning held 779 shares of Schwab US Mid-Cap ETF worth $28.7K as of Q2 2026.
  • Comprehensive Financial Planning left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #214 holding.
  • Comprehensive Financial Planning first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.