GFG
SCHM icon

Grantvest Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Grantvest Financial Group’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 		$1.21M Sell
32,823
-300
-0.9% -$10.3K 0.7% 29
2026
Q1 		$1.03M Sell
33,123
-1,305
-4% -$41.6K 0.66% 31
2025
Q4 		$1.04M Sell
34,428
-544
-2% -$16.2K 0.66% 33
2025
Q3 		$1.04M Sell
34,972
-784
-2% -$22.8K 0.72% 34
2025
Q2 		$1M Sell
35,756
-970
-3% -$25.6K 0.74% 33
2025
Q1 		$962K Sell
36,726
-908
-2% -$25.3K 0.78% 31
2024
Q4 		$1.04M Buy
+37,634
New +$1.07M 1.16% 26

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

Grantvest Financial Group's SCHM Position: Q2 2026 in Review

Grantvest Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.91% in Q2 2026, selling an estimated $10.3K and leaving 32,823 shares worth $1.21M. The position accounts for 0.7% of the portfolio, ranked #29.

Grantvest Financial Group first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Grantvest Financial Group held 32,823 shares of Schwab US Mid-Cap ETF worth $1.21M as of Q2 2026.
  • Grantvest Financial Group sold 300 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $10.3K.
  • Schwab US Mid-Cap ETF made up 0.7% of Grantvest Financial Group's portfolio in Q2 2026, its #29 holding.
  • Grantvest Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.