Franklin Resources’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Franklin Resources’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	$3.5M	Buy	94,974 +3,602	+4%	+$124K	﹤0.01%	1782
2026 Q1	$2.83M	Sell	91,372 -17,199	-16%	-$548K	﹤0.01%	1775
2025 Q4	$3.26M	Buy	108,571 +3,111	+3%	+$92.7K	﹤0.01%	1598
2025 Q3	$3.13M	Buy	105,460 +2,760	+3%	+$80.3K	﹤0.01%	1622
2025 Q2	$2.88M	Buy	102,700 +102,595	+97,710%	+$2.71M	﹤0.01%	1583
2025 Q1	$2.75K	Buy	+105	New	+$2.92K	﹤0.01%	2954

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

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

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

Franklin Resources's SCHM Position: Q2 2026 in Review

Franklin Resources increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.9% in Q2 2026, buying an estimated $124K and bringing the position to 94,974 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Franklin Resources first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Franklin Resources held 94,974 shares of Schwab US Mid-Cap ETF worth $3.5M as of Q2 2026.
Franklin Resources bought 3,602 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $124K.
Schwab US Mid-Cap ETF made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1782 holding.
Franklin Resources first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.