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Hershey Financial Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hershey Financial Advisers’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 		$487K Buy
+13,219
New +$455K 0.35% 67
2025
Q4 		– Sell
-17,655
Closed -$523K – 100
2025
Q3 		$523K Buy
+17,655
New +$514K 0.45% 59
2024
Q2 		$2.54K Buy
+96
New +$2.51K ﹤0.01% 135

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 $104B AUM 28.3% 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

Hershey Financial Advisers's SCHM Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 13,219 shares worth $487K. The stake represents 0.35% of the portfolio and ranks #67 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in SCHM as recently as Q3 2025.

Hershey Financial Advisers first reported a position in SCHM in Q2 2024 and has held it in 3 quarters since. The position peaked at $523K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Hershey Financial Advisers held 13,219 shares of Schwab US Mid-Cap ETF worth $487K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Hershey Financial Advisers position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.35% of Hershey Financial Advisers's portfolio in Q2 2026, its #67 holding.
  • Hershey Financial Advisers first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • Hershey Financial Advisers's Schwab US Mid-Cap ETF position peaked at $523K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.