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

Forum Financial Management’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 		$283K Buy
7,684
+273
+4% +$9.4K ﹤0.01% 281
2026
Q1 		$229K Buy
7,411
+15
+0.2% +$478 ﹤0.01% 291
2025
Q4 		$222K Buy
7,396
+120
+2% +$3.58K ﹤0.01% 913
2025
Q3 		$216K Buy
+7,276
New +$212K ﹤0.01% 928

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
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

Forum Financial Management's SCHM Position: Q2 2026 in Review

Forum Financial Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.7% in Q2 2026, buying an estimated $9.4K and bringing the position to 7,684 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Forum Financial Management first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Forum Financial Management held 7,684 shares of Schwab US Mid-Cap ETF worth $283K as of Q2 2026.
  • Forum Financial Management bought 273 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $9.4K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #281 holding.
  • Forum Financial Management first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.