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

Gainplan’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 		$249K Buy
+6,746
New +$232K 0.1% 52
2025
Q2 		– Sell
-11,777
Closed -$309K – 59
2025
Q1 		$309K Buy
11,777
+2,540
+27% +$70.7K 0.2% 37
2024
Q4 		$256K Sell
9,237
-96
-1% -$2.73K 0.1% 40
2024
Q3 		$242K Hold
9,333
– – 0.11% 45
2024
Q2 		$242K Sell
9,333
-237
-2% -$6.2K 0.12% 44
2024
Q1 		$260K Sell
9,570
-255
-3% -$6.5K 0.13% 52
2023
Q4 		$247K Sell
9,825
-336
-3% -$7.7K 0.13% 39
2023
Q3 		$229K Sell
10,161
-477
-4% -$11.3K 0.32% 36
2023
Q2 		$252K Sell
10,638
-252
-2% -$5.68K 0.14% 37
2023
Q1 		$246K Sell
10,890
-801
-7% -$18.4K 0.16% 30
2022
Q4 		$256K Sell
11,691
-351
-3% -$7.69K 0.61% 30
2022
Q3 		$243K Sell
12,042
-723
-6% -$16.1K 0.25% 22
2022
Q2 		$267K Sell
12,765
-480
-4% -$11.1K 0.18% 30
2022
Q1 		$335K Sell
13,245
-3,210
-20% -$80.5K 0.26% 29
2021
Q4 		$441K Sell
16,455
-1,044
-6% -$27.8K 0.19% 31
2021
Q3 		$446K Sell
17,499
-363
-2% -$9.48K 0.2% 31
2021
Q2 		$462K Sell
17,862
-900
-5% -$23.2K 0.18% 44
2021
Q1 		$466K Sell
18,762
-1,020
-5% -$24.7K 0.21% 35
2020
Q4 		$450K Sell
19,782
-1,350
-6% -$28.2K 0.24% 30
2020
Q3 		$391K Sell
21,132
-945
-4% -$17.5K 0.57% 22
2020
Q2 		$387K Sell
22,077
-2,238
-9% -$36.5K 0.25% 28
2020
Q1 		$342K Sell
24,315
-34,263
-58% -$627K 0.38% 19
2019
Q4 		$1.18M Sell
58,578
-26,073
-31% -$505K 0.62% 15
2019
Q3 		$1.59M Buy
84,651
+29,976
+55% +$566K 0.96% 9
2019
Q2 		$1.04M Buy
54,675
+35,445
+184% +$663K 0.63% 8
2019
Q1 		$355K Buy
+19,230
New +$344K 0.4% 13

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 $104B AUM 28.3% 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

Gainplan's SCHM Position: Q2 2026 in Review

Gainplan opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6,746 shares worth $249K. The stake represents 0.1% of the portfolio and ranks #52 among its holdings. This is a return to the name: Gainplan previously reported a position in SCHM as recently as Q1 2025.

Gainplan first reported a position in SCHM in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.59M in Q3 2019. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Gainplan held 6,746 shares of Schwab US Mid-Cap ETF worth $249K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Gainplan position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.1% of Gainplan's portfolio in Q2 2026, its #52 holding.
  • Gainplan first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 26 quarters since.
  • Gainplan's Schwab US Mid-Cap ETF position peaked at $1.59M in Q3 2019.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Gainplan's 13F filing for Q2 2026, filed 7 Jul 2026.