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

Financial Management Network’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	$250K	Buy	7,146 +21	+0.3%	+$723	0.04%	187
2026 Q1	$231K	Buy	7,125 +18	+0.3%	+$573	0.04%	178
2025 Q4	$217K	Buy	7,107 +30	+0.4%	+$894	0.03%	172
2025 Q3	$213K	Buy	7,077 +30	+0.4%	+$873	0.04%	178
2025 Q2	$202K	Buy	+7,047	New	+$186K	0.04%	173
2025 Q1	–	Sell	-7,851	Closed	-$220K	–	163
2024 Q4	$220K	Buy	7,851 +33	+0.4%	+$940	0.05%	152
2024 Q3	$216K	Buy	7,818 +27	+0.3%	+$718	0.05%	155
2024 Q2	$200K	Sell	7,791 -438	-5%	-$11.5K	0.05%	144
2024 Q1	$218K	Buy	8,229 +27	+0.3%	+$689	0.05%	147
2023 Q4	$201K	Buy	+8,202	New	+$188K	0.06%	131
2022 Q2	–	Sell	-7,953	Closed	-$203K	–	131
2022 Q1	$203K	Buy	7,953 +27	+0.3%	+$677	0.1%	113
2021 Q4	$214K	Buy	7,926 +27	+0.3%	+$720	0.1%	125
2021 Q3	$203K	Buy	7,899 +27	+0.3%	+$705	0.1%	126
2021 Q2	$207K	Buy	7,872 +21	+0.3%	+$542	0.11%	121
2021 Q1	$205K	Buy	+7,851	New	+$190K	0.11%	123

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Management Network's SCHM Position: Q2 2026 in Review

Financial Management Network increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.29% in Q2 2026, buying an estimated $723 and bringing the position to 7,146 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #187.

Financial Management Network first reported a position in SCHM in Q1 2021 and has held it in 15 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Financial Management Network held 7,146 shares of Schwab US Mid-Cap ETF worth $250K as of Q2 2026.
Financial Management Network bought 21 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $723.
Schwab US Mid-Cap ETF made up 0.04% of Financial Management Network's portfolio in Q2 2026, its #187 holding.
Financial Management Network first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 15 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.