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

LifeSteps 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 		$3.48M Sell
94,401
-2,804
-3% -$96.5K 1.62% 15
2026
Q1 		$3.01M Buy
97,205
+5,240
+6% +$167K 1.91% 13
2025
Q4 		$2.77M Buy
91,965
+1,094
+1% +$32.6K 1.77% 14
2025
Q3 		$2.69M Sell
90,871
-688
-0.8% -$20K 1.73% 14
2025
Q2 		$2.57M Buy
91,559
+13,668
+18% +$361K 1.76% 14
2025
Q1 		$2.04M Buy
77,891
+6,868
+10% +$191K 1.66% 15
2024
Q4 		$1.97M Sell
71,023
-155
-0.2% -$4.42K 1.51% 17
2024
Q3 		$1.97M Sell
71,178
-375
-0.5% -$9.97K 1.54% 15
2024
Q2 		$1.86M Sell
71,553
-3,354
-4% -$87.8K 1.53% 16
2024
Q1 		$2.03M Sell
74,907
-702
-0.9% -$17.9K 1.53% 15
2023
Q4 		$1.9M Buy
75,609
+1,308
+2% +$30K 1.68% 15
2023
Q3 		$1.68M Buy
74,301
+4,884
+7% +$116K 1.71% 15
2023
Q2 		$1.64M Buy
69,417
+708
+1% +$16K 1.62% 15
2023
Q1 		$1.55M Sell
68,709
-1,536
-2% -$35.4K 1.65% 15
2022
Q4 		$1.54M Sell
70,245
-14,529
-17% -$318K 1.6% 16
2022
Q3 		$1.71M Sell
84,774
-17,631
-17% -$393K 1.93% 14
2022
Q2 		$2.14M Sell
102,405
-11,430
-10% -$264K 2.23% 13
2022
Q1 		$2.88M Buy
113,835
+12,573
+12% +$315K 2.13% 12
2021
Q4 		$2.71M Buy
101,262
+11,313
+13% +$302K 1.92% 13
2021
Q3 		$2.3M Buy
89,949
+7,215
+9% +$189K 1.76% 15
2021
Q2 		$2.16M Buy
82,734
+13,134
+19% +$339K 1.66% 16
2021
Q1 		$1.73M Buy
69,600
+20,796
+43% +$505K 1.44% 17
2020
Q4 		$1.11M Buy
48,804
+8,421
+21% +$176K 1.02% 19
2020
Q3 		$747K Buy
40,383
+600
+2% +$11.1K 0.79% 24
2020
Q2 		$698K Buy
39,783
+10,335
+35% +$168K 0.81% 25
2020
Q1 		$414K Sell
29,448
-3,879
-12% -$71K 0.48% 44
2019
Q4 		$668K Buy
+33,327
New +$645K 0.63% 36

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

LifeSteps Financial's SCHM Position: Q2 2026 in Review

LifeSteps Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q2 2026, selling an estimated $96.5K and leaving 94,401 shares worth $3.48M. The position accounts for 1.62% of the portfolio, ranked #15.

LifeSteps Financial first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. 502 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • LifeSteps Financial held 94,401 shares of Schwab US Mid-Cap ETF worth $3.48M as of Q2 2026.
  • LifeSteps Financial sold 2,804 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $96.5K.
  • Schwab US Mid-Cap ETF made up 1.62% of LifeSteps Financial's portfolio in Q2 2026, its #15 holding.
  • LifeSteps Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 502 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.