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

JNBA Financial 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	$21.6K	Buy	+585	New	+$20.1K	﹤0.01%	430
2024 Q3	–	Sell	-21	Closed	-$545	–	679
2024 Q2	$545	Hold	21	–	–	﹤0.01%	617
2024 Q1	$571	Sell	21 -21	-50%	-$536	﹤0.01%	651
2023 Q4	$1.05K	Hold	42	–	–	﹤0.01%	647
2023 Q3	$948	Hold	42	–	–	﹤0.01%	678
2023 Q2	$995	Hold	42	–	–	﹤0.01%	656
2023 Q1	$950	Hold	42	–	–	﹤0.01%	669
2022 Q4	$919	Hold	42	–	–	﹤0.01%	618
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	659
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	694
2022 Q1	$1K	Sell	42 -600	-93%	-$15K	﹤0.01%	685
2021 Q4	$17K	Buy	642 +21	+3%	+$560	﹤0.01%	449
2021 Q3	$16K	Hold	621	–	–	﹤0.01%	453
2021 Q2	$16K	Hold	621	–	–	﹤0.01%	431
2021 Q1	$15K	Hold	621	–	–	﹤0.01%	423
2020 Q4	$14K	Hold	621	–	–	﹤0.01%	404
2020 Q3	$11K	Hold	621	–	–	﹤0.01%	407
2020 Q2	$11K	Sell	621 -1,641	-73%	-$26.7K	﹤0.01%	397
2020 Q1	$32K	Buy	2,262 +21	+0.9%	+$385	0.01%	262
2019 Q4	$45K	Sell	2,241 -522	-19%	-$10.1K	0.01%	259
2019 Q3	$52K	Buy	2,763 +2,163	+361%	+$40.9K	0.01%	227
2019 Q2	$11K	Hold	600	–	–	﹤0.01%	426
2019 Q1	$11K	Buy	+600	New	+$10.7K	﹤0.01%	396
2018 Q4	–	Sell	-118,446	Closed	-$2.28M	–	698
2018 Q3	$2.28M	Buy	118,446 +118,275	+69,167%	+$2.25M	1.02%	38
2018 Q2	$3K	Buy	+171	New	+$3.09K	﹤0.01%	481
2016 Q4	–	Sell	-7,548	Closed	-$109K	–	1183
2016 Q3	$109K	Buy	+7,548	New	+$109K	0.02%	336

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

JNBA Financial Advisors's SCHM Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 585 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in SCHM as recently as Q2 2024.

JNBA Financial Advisors first reported a position in SCHM in Q3 2016 and has held it in 26 quarters since. The position peaked at $2.28M in Q3 2018. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

JNBA Financial Advisors held 585 shares of Schwab US Mid-Cap ETF worth $21.6K as of Q2 2026.
Schwab US Mid-Cap ETF was a new JNBA Financial Advisors position in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #430 holding.
JNBA Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and has held it in 26 quarters since.
JNBA Financial Advisors's Schwab US Mid-Cap ETF position peaked at $2.28M in Q3 2018.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.