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

LifePlan Financial’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 		$668K Sell
18,117
-829
-4% -$28.5K 0.47% 61
2026
Q1 		$587K Sell
18,946
-1,234
-6% -$39.3K 0.43% 65
2025
Q4 		$607K Sell
20,180
-648
-3% -$19.3K 0.47% 62
2025
Q3 		$617K Sell
20,828
-400
-2% -$11.6K 0.49% 60
2025
Q2 		$595K Buy
21,228
+470
+2% +$12.4K 0.49% 57
2025
Q1 		$544K Sell
20,758
-1,507
-7% -$42K 0.47% 57
2024
Q4 		$617K Sell
22,265
-1,261
-5% -$35.9K 0.55% 53
2024
Q3 		$652K Buy
23,526
+213
+0.9% +$5.66K 0.56% 51
2024
Q2 		$605K Buy
23,313
+804
+4% +$21K 0.56% 51
2024
Q1 		$611K Sell
22,509
-657
-3% -$16.8K 0.56% 52
2023
Q4 		$582K Buy
+23,166
New +$531K 0.58% 53

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

LifePlan Financial's SCHM Position: Q2 2026 in Review

LifePlan Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.4% in Q2 2026, selling an estimated $28.5K and leaving 18,117 shares worth $668K. The position accounts for 0.47% of the portfolio, ranked #61.

LifePlan Financial first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 712 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • LifePlan Financial held 18,117 shares of Schwab US Mid-Cap ETF worth $668K as of Q2 2026.
  • LifePlan Financial sold 829 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $28.5K.
  • Schwab US Mid-Cap ETF made up 0.47% of LifePlan Financial's portfolio in Q2 2026, its #61 holding.
  • LifePlan Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 712 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.