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 Q3	$242K	Hold	7,116	–	–	0.12%	36
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Financial Designs's SCHM Position: Q3 2026 in Review

Financial Designs held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 7,116 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #36.

Financial Designs first reported a position in SCHM in Q2 2025 and has held it in 4 quarters since. The position peaked at $262K in Q2 2026. 528 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Financial Designs held 7,116 shares of Schwab US Mid-Cap ETF worth $242K as of Q3 2026.
Financial Designs left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
Schwab US Mid-Cap ETF made up 0.12% of Financial Designs's portfolio in Q3 2026, its #36 holding.
Financial Designs first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
Financial Designs's Schwab US Mid-Cap ETF position peaked at $262K in Q2 2026.
528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.