G
SCHM icon

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
Q3 		$230K Buy
6,753
+7
+0.1% +$248 0.09% 55
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WF
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Gainplan's SCHM Position: Q3 2026 in Review

Gainplan increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.1% in Q3 2026, buying an estimated $248 and bringing the position to 6,753 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #55.

Gainplan first reported a position in SCHM in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.59M in Q3 2019. 125 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Gainplan held 6,753 shares of Schwab US Mid-Cap ETF worth $230K as of Q3 2026.
  • Gainplan bought 7 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $248.
  • Schwab US Mid-Cap ETF made up 0.09% of Gainplan's portfolio in Q3 2026, its #55 holding.
  • Gainplan first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 27 quarters since.
  • Gainplan's Schwab US Mid-Cap ETF position peaked at $1.59M in Q3 2019.
  • 125 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Gainplan's 13F filing for Q3 2026, filed 9 Oct 2026.