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

JDM 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	$19.1K	Buy	517 +37	+8%	+$1.27K	0.01%	164
2026 Q1	$14.9K	Hold	480	–	–	0.01%	162
2025 Q4	$14.4K	Hold	480	–	–	0.01%	159
2025 Q3	$14.2K	Hold	480	–	–	0.01%	166
2025 Q2	$13.5K	Hold	480	–	–	0.01%	154
2025 Q1	$12.6K	Hold	480	–	–	0.01%	156
2024 Q4	$13.3K	Hold	480	–	–	0.01%	152
2024 Q3	$13.3K	Hold	480	–	–	0.01%	151
2024 Q2	$12.5K	Hold	480	–	–	0.01%	137
2024 Q1	$13K	Hold	480	–	–	0.01%	126
2023 Q4	$12.1K	Hold	480	–	–	0.01%	123
2023 Q3	$10.8K	Hold	480	–	–	0.01%	119
2023 Q2	$11.4K	Hold	480	–	–	0.01%	123
2023 Q1	$10.9K	Buy	+480	New	+$11.1K	0.01%	129

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 $104B AUM 28.3% 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

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

JDM Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 7.7% in Q2 2026, buying an estimated $1.27K and bringing the position to 517 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #164.

JDM Financial Group first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

JDM Financial Group held 517 shares of Schwab US Mid-Cap ETF worth $19.1K as of Q2 2026.
JDM Financial Group bought 37 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.27K.
Schwab US Mid-Cap ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #164 holding.
JDM Financial Group first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.