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 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 $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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: Q1 2026 in Review

JDM Financial Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 480 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #162.

JDM Financial Group first reported a position in SCHM in Q1 2023 and has held it in 13 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

JDM Financial Group held 480 shares of Schwab US Mid-Cap ETF worth $14.9K as of Q1 2026.
JDM Financial Group left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.01% of JDM Financial Group's portfolio in Q1 2026, its #162 holding.
JDM Financial Group first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.