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

Financial Designs’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 		$262K Hold
7,116
– – 0.14% 34
2026
Q1 		$220K Buy
+7,116
New +$227K 0.12% 36
2025
Q3 		– Sell
-8,430
Closed -$236K – 34
2025
Q2 		$236K Buy
+8,430
New +$222K 0.15% 35

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
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Financial Designs's SCHM Position: Q2 2026 in Review

Financial Designs held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 7,116 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #34.

Financial Designs first reported a position in SCHM in Q2 2025 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Financial Designs held 7,116 shares of Schwab US Mid-Cap ETF worth $262K as of Q2 2026.
  • Financial Designs left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.14% of Financial Designs's portfolio in Q2 2026, its #34 holding.
  • Financial Designs first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.