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

Larson 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 		$11.4M Sell
310,019
-19,774
-6% -$681K 0.3% 62
2026
Q1 		$10.2M Sell
329,793
-16,892
-5% -$538K 0.33% 65
2025
Q4 		$10.4M Buy
346,685
+7,828
+2% +$233K 0.35% 62
2025
Q3 		$10M Sell
338,857
-16,189
-5% -$471K 0.35% 63
2025
Q2 		$9.96M Sell
355,046
-73,486
-17% -$1.94M 0.4% 58
2025
Q1 		$11.2M Sell
428,532
-15,068
-3% -$420K 0.53% 44
2024
Q4 		$12.3M Sell
443,600
-22,597
-5% -$644K 0.64% 33
2024
Q3 		$12.9M Sell
466,197
-9,492
-2% -$252K 0.73% 30
2024
Q2 		$12.3M Sell
475,689
-17,427
-4% -$456K 0.84% 31
2024
Q1 		$13.4M Sell
493,116
-11,442
-2% -$292K 1.03% 24
2023
Q4 		$12.7M Buy
504,558
+43,653
+9% +$1M 1.11% 26
2023
Q3 		$10.4M Sell
460,905
-291
-0.1% -$6.89K 1.02% 25
2023
Q2 		$10.9M Sell
461,196
-14,364
-3% -$324K 1.09% 25
2023
Q1 		$10.8M Sell
475,560
-10,848
-2% -$250K 1.17% 24
2022
Q4 		$10.6M Buy
486,408
+475,377
+4,309% +$10.4M 1.27% 21
2022
Q3 		$223K Buy
11,031
+5,184
+89% +$116K 0.03% 261
2022
Q2 		$122K Buy
5,847
+744
+15% +$17.2K 0.02% 235
2022
Q1 		$129K Buy
5,103
+171
+3% +$4.29K 0.02% 241
2021
Q4 		$132K Buy
4,932
+3,063
+164% +$81.7K 0.02% 240
2021
Q3 		$48K Buy
1,869
+111
+6% +$2.9K 0.01% 307
2021
Q2 		$46K Sell
1,758
-438
-20% -$11.3K 0.01% 293
2021
Q1 		$54K Buy
2,196
+1,584
+259% +$38.4K 0.02% 246
2020
Q4 		$14K Sell
612
-60
-9% -$1.25K ﹤0.01% 443
2020
Q3 		$12K Buy
672
+351
+109% +$6.5K ﹤0.01% 413
2020
Q2 		$6K Sell
321
-654
-67% -$10.7K ﹤0.01% 464
2020
Q1 		$14K Buy
975
+654
+204% +$12K 0.01% 253
2019
Q4 		$6K Hold
321
– – ﹤0.01% 357
2019
Q3 		$6K Buy
321
+3
+0.9% +$57 ﹤0.01% 353
2019
Q2 		$6K Sell
318
-21
-6% -$393 ﹤0.01% 294
2019
Q1 		$6K Buy
339
+12
+4% +$214 ﹤0.01% 278
2018
Q4 		$5K Buy
+327
New +$5.71K ﹤0.01% 279

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

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

Larson Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6% in Q2 2026, selling an estimated $681K and leaving 310,019 shares worth $11.4M. The position accounts for 0.3% of the portfolio, ranked #62.

Larson Financial Group first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.4M in Q1 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Larson Financial Group held 310,019 shares of Schwab US Mid-Cap ETF worth $11.4M as of Q2 2026.
  • Larson Financial Group sold 19,774 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $681K.
  • Schwab US Mid-Cap ETF made up 0.3% of Larson Financial Group's portfolio in Q2 2026, its #62 holding.
  • Larson Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Schwab US Mid-Cap ETF position peaked at $13.4M in Q1 2024.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.