Hantz Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hantz Financial Services’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	$69K	Sell	1,865 -267	-13%	-$9.19K	﹤0.01%	1542
2026 Q1	$66K	Buy	+2,132	New	+$67.9K	﹤0.01%	1451
2025 Q4	–	Sell	-1,931	Closed	-$57K	–	2525
2025 Q3	$57K	Buy	1,931 +107	+6%	+$3.12K	﹤0.01%	1181
2025 Q2	$51K	Hold	1,824	–	–	﹤0.01%	960
2025 Q1	$48K	Hold	1,824	–	–	﹤0.01%	707
2024 Q4	$51K	Hold	1,824	–	–	﹤0.01%	663
2024 Q3	$51K	Buy	1,824 +1,725	+1,742%	+$45.9K	﹤0.01%	662
2024 Q2	$3K	Hold	99	–	–	﹤0.01%	927
2024 Q1	$3K	Hold	99	–	–	﹤0.01%	1025
2023 Q4	$2K	Hold	99	–	–	﹤0.01%	1043
2023 Q3	$2K	Hold	99	–	–	﹤0.01%	1036
2023 Q2	$2K	Hold	99	–	–	﹤0.01%	1000
2023 Q1	$2K	Sell	99 -3	-3%	-$69	﹤0.01%	1009
2022 Q4	$2K	Buy	102 +3	+3%	+$66	﹤0.01%	981
2022 Q3	$2K	Hold	99	–	–	﹤0.01%	977
2022 Q2	$2K	Hold	99	–	–	﹤0.01%	948
2022 Q1	$3K	Sell	99 -612	-86%	-$15.3K	﹤0.01%	936
2021 Q4	$19K	Buy	711 +612	+618%	+$16.3K	﹤0.01%	628
2021 Q3	$3K	Hold	99	–	–	﹤0.01%	758
2021 Q2	$3K	Buy	+99	New	+$2.56K	﹤0.01%	747

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hantz Financial Services's SCHM Position: Q2 2026 in Review

Hantz Financial Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q2 2026, selling an estimated $9.19K and leaving 1,865 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Hantz Financial Services first reported a position in SCHM in Q2 2021 and has held it in 20 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Hantz Financial Services held 1,865 shares of Schwab US Mid-Cap ETF worth $69K as of Q2 2026.
Hantz Financial Services sold 267 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $9.19K.
Schwab US Mid-Cap ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1542 holding.
Hantz Financial Services first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.