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BFC Planning, Inc.’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BFC Planning, Inc.’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 		$10.6K Buy
287
+237
+474% +$8.16K ﹤0.01% 2342
2026
Q1 		$1.55K Buy
+50
New +$1.59K ﹤0.01% 2664
2025
Q4 		– Sell
-2,029
Closed -$60.1K – 3314
2025
Q3 		$60.1K Hold
2,029
– – ﹤0.01% 1116
2025
Q2 		$56.9K Hold
2,029
– – ﹤0.01% 1074
2025
Q1 		$53.2K Hold
2,029
– – ﹤0.01% 1086
2024
Q4 		$56.2K Buy
+2,029
New +$57.8K ﹤0.01% 1064

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Jones Financial Companies
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Advisory Alpha
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HighTower Advisors
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Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFC Planning, Inc.'s SCHM Position: Q2 2026 in Review

BFC Planning, Inc. increased its Schwab US Mid-Cap ETF (SCHM) stake by 474% in Q2 2026, buying an estimated $8.16K and bringing the position to 287 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

BFC Planning, Inc. first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $60.1K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • BFC Planning, Inc. held 287 shares of Schwab US Mid-Cap ETF worth $10.6K as of Q2 2026.
  • BFC Planning, Inc. bought 237 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $8.16K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2342 holding.
  • BFC Planning, Inc. first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Schwab US Mid-Cap ETF position peaked at $60.1K in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.