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Founders Financial Alliance’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Founders Financial Alliance’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 		$112K Buy
3,035
+8
+0.3% +$275 0.01% 489
2026
Q1 		$93.7K Buy
+3,027
New +$96.4K 0.02% 456
2025
Q4 		– Sell
-3,009
Closed -$89.2K – 696
2025
Q3 		$89.2K Buy
+3,009
New +$87.6K 0.02% 444
2025
Q2 		– Sell
-2,948
Closed -$77.2K – 604
2025
Q1 		$77.2K Buy
2,948
+8
+0.3% +$223 0.02% 408
2024
Q4 		$81.5K Hold
2,940
– – 0.02% 339
2024
Q3 		$81.4K Hold
2,940
– – 0.02% 350
2024
Q2 		$76.3K Buy
+2,940
New +$76.9K 0.02% 342
2022
Q2 		– Sell
-336
Closed -$8K – 542
2022
Q1 		$8K Hold
336
– – ﹤0.01% 403
2021
Q4 		$9K Hold
336
– – ﹤0.01% 439
2021
Q3 		$9K Hold
336
– – ﹤0.01% 410
2021
Q2 		$9K Sell
336
-957
-74% -$24.7K ﹤0.01% 433
2021
Q1 		$33K Buy
+1,293
New +$31.4K 0.02% 356
2020
Q4 		– Sell
-336
Closed -$7K – 1089
2020
Q3 		$7K Buy
+336
New +$6.22K ﹤0.01% 887

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

Founders Financial Alliance's SCHM Position: Q2 2026 in Review

Founders Financial Alliance increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.26% in Q2 2026, buying an estimated $275 and bringing the position to 3,035 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #489.

Founders Financial Alliance first reported a position in SCHM in Q3 2020 and has held it in 13 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Founders Financial Alliance held 3,035 shares of Schwab US Mid-Cap ETF worth $112K as of Q2 2026.
  • Founders Financial Alliance bought 8 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $275.
  • Schwab US Mid-Cap ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #489 holding.
  • Founders Financial Alliance first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and has held it in 13 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.