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Cornerstone Planning Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cornerstone Planning Group’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 		$5.77K Hold
163
– – ﹤0.01% 1052
2026
Q1 		$5.61K Buy
163
+1
+0.6% +$32 ﹤0.01% 1059
2025
Q4 		$5.19K Sell
162
-93
-36% -$2.77K ﹤0.01% 977
2025
Q3 		$6.01K Buy
255
+94
+58% +$2.74K ﹤0.01% 902
2025
Q2 		$4.6K Hold
161
– – ﹤0.01% 744
2025
Q1 		$4K Buy
161
+1
+0.6% +$28 ﹤0.01% 793
2024
Q4 		$4.63K Sell
160
-317
-66% -$9.03K ﹤0.01% 596
2024
Q3 		$4.45K Buy
477
+315
+194% +$8.38K ﹤0.01% 586
2024
Q2 		$4.01K Buy
162
+3
+2% +$78 ﹤0.01% 619
2024
Q1 		$4.14K Hold
159
– – ﹤0.01% 546
2023
Q4 		$3.99K Hold
159
– – ﹤0.01% 557
2023
Q3 		$3.59K Hold
159
– – ﹤0.01% 578
2023
Q2 		$3.77K Buy
+159
New +$3.58K ﹤0.01% 996

Other funds holding SCHM

AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cornerstone Planning Group's SCHM Position: Q2 2026 in Review

Cornerstone Planning Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 163 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Cornerstone Planning Group first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.01K in Q3 2025. 820 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cornerstone Planning Group held 163 shares of Schwab US Mid-Cap ETF worth $5.77K as of Q2 2026.
  • Cornerstone Planning Group left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1052 holding.
  • Cornerstone Planning Group first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Schwab US Mid-Cap ETF position peaked at $6.01K in Q3 2025.
  • 820 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.