FIT
SCHM icon

Financially in Tune’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Financially in Tune’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 		$1.51M Buy
48,747
+833
+2% +$26.5K 1.3% 17
2025
Q4 		$1.44M Buy
+47,914
New +$1.43M 1.34% 18

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financially in Tune's SCHM Position: Q1 2026 in Review

Financially in Tune increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q1 2026, buying an estimated $26.5K and bringing the position to 48,747 shares worth $1.51M. The position accounts for 1.3% of the portfolio, ranked #17.

Financially in Tune first reported a position in SCHM in Q4 2025 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Financially in Tune held 48,747 shares of Schwab US Mid-Cap ETF worth $1.51M as of Q1 2026.
  • Financially in Tune bought 833 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $26.5K.
  • Schwab US Mid-Cap ETF made up 1.3% of Financially in Tune's portfolio in Q1 2026, its #17 holding.
  • Financially in Tune first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.