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

Financial Network Wealth Advisors’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	$3.16K	Hold	102	–	–	﹤0.01%	602
2025 Q4	$3.07K	Hold	102	–	–	﹤0.01%	605
2025 Q3	$3.02K	Hold	102	–	–	﹤0.01%	596
2025 Q2	$2.86K	Hold	102	–	–	﹤0.01%	582
2025 Q1	$2.67K	Buy	+102	New	+$2.84K	﹤0.01%	553
2024 Q3	–	Sell	-153	Closed	-$3.97K	–	968
2024 Q2	$3.97K	Buy	+153	New	+$4K	﹤0.01%	611

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 Network Wealth Advisors's SCHM Position: Q1 2026 in Review

Financial Network Wealth Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 102 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Financial Network Wealth Advisors first reported a position in SCHM in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.97K in Q2 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Financial Network Wealth Advisors held 102 shares of Schwab US Mid-Cap ETF worth $3.16K as of Q1 2026.
Financial Network Wealth Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #602 holding.
Financial Network Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 6 quarters since.
Financial Network Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $3.97K in Q2 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.