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

Founders Financial Securities’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	–	Sell	-9,517	Closed	-$286K	–	581
2025 Q4	$286K	Buy	+9,517	New	+$284K	0.02%	483
2025 Q3	–	Sell	-9,517	Closed	-$267K	–	522
2025 Q2	$267K	Hold	9,517	–	–	0.02%	438
2025 Q1	$243K	Buy	+9,517	New	+$265K	0.02%	422
2024 Q3	–	Sell	-8,781	Closed	-$228K	–	465
2024 Q2	$228K	Buy	+8,781	New	+$230K	0.02%	390
2019 Q4	–	Sell	-134,694	Closed	-$2.54M	–	142
2019 Q3	$2.54M	Buy	+134,694	New	+$2.54M	0.81%	32

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Founders Financial Securities's SCHM Position: Q1 2026 in Review

Founders Financial Securities sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 9,517 shares — an estimated $286K sold.

Founders Financial Securities first reported a position in SCHM in Q3 2019 and held it in 5 quarters. The position peaked at $2.54M in Q3 2019. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Founders Financial Securities reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 9,517 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $286K.
Founders Financial Securities first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 5 quarters.
Founders Financial Securities's Schwab US Mid-Cap ETF position peaked at $2.54M in Q3 2019.
1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.