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

Independent 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 		$352K Buy
9,542
+866
+10% +$29.8K 0.01% 1155
2026
Q1 		$269K Sell
8,676
-273
-3% -$8.69K 0.01% 1216
2025
Q4 		$269K Buy
8,949
+599
+7% +$17.9K 0.01% 1203
2025
Q3 		$247K Buy
+8,350
New +$243K 0.01% 1182
2022
Q4 		– Sell
-11,409
Closed -$230K – 812
2022
Q3 		$230K Sell
11,409
-711
-6% -$15.9K 0.02% 616
2022
Q2 		$253K Buy
12,120
+2,112
+21% +$48.7K 0.03% 558
2022
Q1 		$253K Sell
10,008
-1,479
-13% -$37.1K 0.02% 664
2021
Q4 		$308K Sell
11,487
-2,448
-18% -$65.3K 0.03% 583
2021
Q3 		$356K Sell
13,935
-11,403
-45% -$298K 0.04% 469
2021
Q2 		$661K Sell
25,338
-19,452
-43% -$502K 0.07% 298
2021
Q1 		$1.11M Buy
44,790
+1,020
+2% +$24.7K 0.14% 177
2020
Q4 		$995K Buy
43,770
+468
+1% +$9.76K 0.15% 168
2020
Q3 		$801K Buy
43,302
+69
+0.2% +$1.28K 0.15% 153
2020
Q2 		$758K Buy
43,233
+1,620
+4% +$26.4K 0.17% 158
2020
Q1 		$585K Buy
+41,613
New +$762K 0.17% 152

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

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

Independent Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 10% in Q2 2026, buying an estimated $29.8K and bringing the position to 9,542 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #1155.

Independent Financial Group first reported a position in SCHM in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.11M in Q1 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Independent Financial Group held 9,542 shares of Schwab US Mid-Cap ETF worth $352K as of Q2 2026.
  • Independent Financial Group bought 866 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $29.8K.
  • Schwab US Mid-Cap ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1155 holding.
  • Independent Financial Group first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 15 quarters since.
  • Independent Financial Group's Schwab US Mid-Cap ETF position peaked at $1.11M in Q1 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.