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

Financial Management Professionals’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	$60.1K	Buy	+1,630	New	+$56.1K	0.01%	268
2025 Q3	–	Sell	-60	Closed	-$1.68K	–	1050
2025 Q2	$1.68K	Sell	60 -2,670	-98%	-$70.4K	﹤0.01%	768
2025 Q1	$71.5K	Buy	+2,730	New	+$76K	0.01%	216
2022 Q1	–	Sell	-219	Closed	-$6K	–	1138
2021 Q4	$6K	Buy	219 +90	+70%	+$2.4K	﹤0.01%	573
2021 Q3	$3K	Hold	129	–	–	﹤0.01%	678
2021 Q2	$3K	Hold	129	–	–	﹤0.01%	624
2021 Q1	$3K	Sell	129 -360	-74%	-$8.73K	﹤0.01%	544
2020 Q4	$11K	Buy	489 +378	+341%	+$7.88K	﹤0.01%	332
2020 Q3	$2K	Hold	111	–	–	﹤0.01%	528
2020 Q2	$2K	Sell	111 -342	-75%	-$5.57K	﹤0.01%	516
2020 Q1	$6K	Sell	453 -1,492,539	-100%	-$27.3M	﹤0.01%	197
2019 Q4	$29.9M	Buy	1,492,992 +708,483	+90%	+$13.7M	9.91%	2
2019 Q3	$14.8M	Sell	784,509 -1,317,297	-63%	-$24.9M	5.45%	7
2019 Q2	$40M	Sell	2,101,806 -952,305	-31%	-$17.8M	14.82%	2
2019 Q1	$56.4M	Buy	3,054,111 +3,053,805	+997,975%	+$54.6M	22.66%	2
2018 Q4	$5K	Hold	306	–	–	﹤0.01%	191
2018 Q3	$6K	Hold	306	–	–	﹤0.01%	206
2018 Q2	$6K	Hold	306	–	–	﹤0.01%	198
2018 Q1	$5K	Hold	306	–	–	﹤0.01%	215
2017 Q4	$5K	Hold	306	–	–	﹤0.01%	178
2017 Q3	$5K	Hold	306	–	–	﹤0.01%	179
2017 Q2	$4K	Buy	+306	New	+$4.86K	﹤0.01%	206
2016 Q4	–	Sell	-3,078,339	Closed	-$44.7M	–	319
2016 Q3	$44.7M	Buy	3,078,339 +44,388	+1%	+$642K	23.2%	1
2016 Q2	$42.5M	Buy	3,033,951 +1,839,276	+154%	+$25.3M	22.36%	2
2016 Q1	$16.2M	Buy	1,194,675 +137,475	+13%	+$1.73M	8.37%	3
2015 Q4	$14.1M	Buy	+1,057,200	New	+$14.4M	7.24%	2
2014 Q3	–	Sell	-1,861,479	Closed	-$25M	–	267
2014 Q2	$25M	Buy	1,861,479 +12,285	+0.7%	+$158K	16.55%	1
2014 Q1	$23.8M	Buy	+1,849,194	New	+$23.3M	16.36%	1

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 Professionals's SCHM Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 1,630 shares worth $60.1K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in SCHM as recently as Q2 2025.

Financial Management Professionals first reported a position in SCHM in Q1 2014 and has held it in 28 quarters since. The position peaked at $56.4M in Q1 2019. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Financial Management Professionals held 1,630 shares of Schwab US Mid-Cap ETF worth $60.1K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Financial Management Professionals position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #268 holding.
Financial Management Professionals first reported a position in Schwab US Mid-Cap ETF in Q1 2014 and has held it in 28 quarters since.
Financial Management Professionals's Schwab US Mid-Cap ETF position peaked at $56.4M in Q1 2019.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.