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 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 $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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: Q1 2026 in Review

Financial Management Network increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.25% in Q1 2026, buying an estimated $573 and bringing the position to 7,125 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #178.

Financial Management Network first reported a position in SCHM in Q1 2021 and has held it in 14 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Financial Management Network held 7,125 shares of Schwab US Mid-Cap ETF worth $231K as of Q1 2026.
Financial Management Network bought 18 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $573.
Schwab US Mid-Cap ETF made up 0.04% of Financial Management Network's portfolio in Q1 2026, its #178 holding.
Financial Management Network first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 14 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.