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Graney & King’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Graney & King’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
Q1 		$2.04K Hold
66
– – ﹤0.01% 313
2025
Q4 		$1.99K Hold
66
– – ﹤0.01% 311
2025
Q3 		$1.96K Hold
66
– – ﹤0.01% 305
2025
Q2 		$1.85K Hold
66
– – ﹤0.01% 301
2025
Q1 		$1.73K Buy
+66
New +$1.84K ﹤0.01% 299

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Graney & King's SCHM Position: Q1 2026 in Review

Graney & King held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 66 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Graney & King first reported a position in SCHM in Q1 2025 and has held it in 5 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Graney & King held 66 shares of Schwab US Mid-Cap ETF worth $2.04K as of Q1 2026.
  • Graney & King left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Graney & King's portfolio in Q1 2026, its #313 holding.
  • Graney & King first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.