Financial Management Professionals
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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
Q3 		$55.5K Hold
1,630
– – 0.01% 279
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Summit Asset Management
Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Financial Management Professionals's SCHM Position: Q3 2026 in Review

Financial Management Professionals held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 1,630 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #279.

Financial Management Professionals first reported a position in SCHM in Q1 2014 and has held it in 29 quarters since. The position peaked at $56.4M in Q1 2019. 699 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Financial Management Professionals held 1,630 shares of Schwab US Mid-Cap ETF worth $55.5K as of Q3 2026.
  • Financial Management Professionals left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Financial Management Professionals's portfolio in Q3 2026, its #279 holding.
  • Financial Management Professionals first reported a position in Schwab US Mid-Cap ETF in Q1 2014 and has held it in 29 quarters since.
  • Financial Management Professionals's Schwab US Mid-Cap ETF position peaked at $56.4M in Q1 2019.
  • 699 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.