IA
SCHM icon

IFP Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

IFP 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 		$28.6M Buy
775,129
+257
+0% +$8.85K 0.52% 29
2026
Q1 		$24M Sell
774,872
-3,391
-0.4% -$108K 0.5% 31
2025
Q4 		$23.4M Sell
778,263
-4,550
-0.6% -$136K 0.53% 28
2025
Q3 		$23.2M Sell
782,813
-1,910
-0.2% -$55.6K 0.6% 24
2025
Q2 		$22M Buy
784,723
+12,871
+2% +$340K 0.63% 25
2025
Q1 		$20.2M Buy
771,852
+2,144
+0.3% +$59.7K 0.62% 24
2024
Q4 		$21.3M Buy
769,708
+9,571
+1% +$273K 0.7% 20
2024
Q3 		$21.1M Buy
760,137
+9,045
+1% +$241K 0.76% 18
2024
Q2 		$19.5M Buy
751,092
+5,454
+0.7% +$143K 0.77% 22
2024
Q1 		$20.2M Sell
745,638
-25,572
-3% -$652K 0.89% 16
2023
Q4 		$19.4M Buy
771,210
+32,649
+4% +$748K 0.91% 14
2023
Q3 		$16.7M Buy
738,561
+20,994
+3% +$497K 0.75% 23
2023
Q2 		$17M Buy
717,567
+9,411
+1% +$212K 0.71% 24
2023
Q1 		$13M Buy
708,156
+3,999
+0.6% +$92.1K 0.57% 30
2022
Q4 		$13.1M Buy
704,157
+37,899
+6% +$831K 0.35% 50
2022
Q3 		$12.4M Buy
666,258
+57,075
+9% +$1.27M 0.32% 54
2022
Q2 		$11.3M Hold
609,183
– – 0.36% 55
2022
Q1 		$11.3M Buy
609,183
+87,624
+17% +$2.2M 0.36% 55
2021
Q4 		$14.1M Buy
521,559
+16,332
+3% +$436K 0.27% 36
2021
Q3 		$13M Buy
505,227
+23,655
+5% +$618K 0.26% 41
2021
Q2 		$12.6M Buy
481,572
+20,307
+4% +$525K 0.26% 39
2021
Q1 		$11.4M Sell
461,265
-25,278
-5% -$613K 0.22% 39
2020
Q4 		$11M Buy
486,543
+2,031
+0.4% +$42.4K 0.45% 33
2020
Q3 		$8.93M Buy
484,512
+255
+0.1% +$4.72K 0.53% 35
2020
Q2 		$8.39M Sell
484,257
-114,066
-19% -$1.86M 0.66% 25
2020
Q1 		$8.62M Buy
598,323
+5,472
+0.9% +$100K 0.87% 16
2019
Q4 		$11.9M Buy
592,851
+56,559
+11% +$1.1M 0.89% 16
2019
Q3 		$10.1M Buy
+536,292
New +$10.1M 0.67% 18
2019
Q1 		$162K Sell
8,733
-259,578
-97% -$4.64M 0.02% 527
2018
Q4 		$4.24M Sell
268,311
-38,157
-12% -$667K 0.26% 86
2018
Q3 		$5.91M Buy
306,468
+61,356
+25% +$1.17M 0.24% 90
2018
Q2 		$4.49M Buy
245,112
+76,791
+46% +$1.39M 0.19% 123
2018
Q1 		$2.99M Hold
168,321
– – 0.14% 174
2017
Q4 		$2.99M Buy
168,321
+20,727
+14% +$358K 0.14% 173
2017
Q3 		$2.46M Buy
147,594
+2,652
+2% +$43.1K 0.1% 224
2017
Q2 		$2.33M Buy
144,942
+15,441
+12% +$245K 0.1% 228
2017
Q1 		$2.04M Buy
129,501
+18,942
+17% +$295K 0.09% 245
2016
Q4 		$1.66M Buy
110,559
+22,746
+26% +$333K 0.08% 273
2016
Q3 		$1.27M Buy
87,813
+1,290
+1% +$18.7K 0.07% 310
2016
Q2 		$1.21M Buy
86,523
+77,790
+891% +$1.07M 0.07% 315
2016
Q1 		$162K Sell
8,733
-67,152
-88% -$847K 0.02% 527
2015
Q4 		$1.01M Buy
+75,885
New +$1.03M 0.07% 308

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

IFP Advisors's SCHM Position: Q2 2026 in Review

IFP Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q2 2026, buying an estimated $8.85K and bringing the position to 775,129 shares worth $28.6M. The position accounts for 0.52% of the portfolio, ranked #29.

IFP Advisors first reported a position in SCHM in Q4 2015 and has held it in 42 quarters since. 332 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • IFP Advisors held 775,129 shares of Schwab US Mid-Cap ETF worth $28.6M as of Q2 2026.
  • IFP Advisors bought 257 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $8.85K.
  • Schwab US Mid-Cap ETF made up 0.52% of IFP Advisors's portfolio in Q2 2026, its #29 holding.
  • IFP Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • 332 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.