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Game Plan Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Game Plan Financial Advisors’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 		$5.5M Sell
149,200
-1,388
-0.9% -$47.8K 2.04% 14
2026
Q1 		$4.66M Sell
150,588
-475
-0.3% -$15.1K 2.1% 14
2025
Q4 		$4.54M Sell
151,063
-2,604
-2% -$77.6K 1.83% 17
2025
Q3 		$4.55M Sell
153,667
-161
-0.1% -$4.69K 1.89% 20
2025
Q2 		$4.31M Sell
153,828
-24,321
-14% -$642K 1.89% 18
2025
Q1 		$4.67M Buy
178,149
+1,173
+0.7% +$32.7K 2.27% 14
2024
Q4 		$4.9M Buy
176,976
+12,336
+7% +$351K 2.33% 13
2024
Q3 		$4.56M Buy
164,640
+21,867
+15% +$582K 2.21% 13
2024
Q2 		$3.7M Buy
142,773
+321
+0.2% +$8.4K 1.83% 18
2024
Q1 		$3.87M Buy
142,452
+111
+0.1% +$2.83K 1.96% 16
2023
Q4 		$3.57M Buy
+142,341
New +$3.26M 2.05% 13
2022
Q4 		$2.33M Sell
106,731
-726
-0.7% -$15.9K 1.92% 21
2022
Q3 		$2.17M Sell
107,457
-6,129
-5% -$137K 1.83% 21
2022
Q2 		$2.37M Sell
113,586
-71,049
-38% -$1.64M 1.9% 18
2022
Q1 		$4.67M Buy
184,635
+2,346
+1% +$58.8K 2.79% 7
2021
Q4 		$4.89M Buy
182,289
+2,274
+1% +$60.6K 2.61% 8
2021
Q3 		$4.6M Buy
180,015
+2,160
+1% +$56.4K 2.74% 9
2021
Q2 		$4.64M Sell
177,855
-7,188
-4% -$186K 2.76% 8
2021
Q1 		$4.62M Sell
185,043
-3,072
-2% -$74.5K 2.98% 8
2020
Q4 		$4.29M Buy
188,115
+6,399
+4% +$133K 3.05% 8
2020
Q3 		$3.36M Buy
+181,716
New +$3.37M 3.37% 8
2020
Q2 		– Sell
-94,473
Closed -$1.32M – 85
2020
Q1 		$1.32M Sell
94,473
-1,236
-1% -$22.6K 1.55% 24
2019
Q4 		$1.92M Buy
+95,709
New +$1.85M 1.8% 20

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 $103B AUM 28.65% 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

Game Plan Financial Advisors's SCHM Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.92% in Q2 2026, selling an estimated $47.8K and leaving 149,200 shares worth $5.5M. The position accounts for 2.04% of the portfolio, ranked #14.

Game Plan Financial Advisors first reported a position in SCHM in Q4 2019 and has held it in 23 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Game Plan Financial Advisors held 149,200 shares of Schwab US Mid-Cap ETF worth $5.5M as of Q2 2026.
  • Game Plan Financial Advisors sold 1,388 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $47.8K.
  • Schwab US Mid-Cap ETF made up 2.04% of Game Plan Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Game Plan Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.