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

Morris Financial Concepts’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 		$68.4K Sell
1,854
-45
-2% -$1.55K 0.02% 155
2026
Q1 		$58.8K Sell
1,899
-366
-16% -$11.7K 0.02% 154
2025
Q4 		$68.1K Sell
2,265
-6
-0.3% -$179 0.02% 150
2025
Q3 		$67.3K Sell
2,271
-129
-5% -$3.75K 0.02% 152
2025
Q2 		$67.3K Sell
2,400
-577
-19% -$15.2K 0.03% 151
2025
Q1 		$78K Buy
2,977
+517
+21% +$14.4K 0.03% 146
2024
Q4 		$68.2K Hold
2,460
– – 0.03% 138
2024
Q3 		$68.1K Sell
2,460
-174
-7% -$4.63K 0.03% 143
2024
Q2 		$68.3K Sell
2,634
-1,047
-28% -$27.4K 0.03% 116
2024
Q1 		$99.9K Sell
3,681
-2,931
-44% -$74.8K 0.05% 109
2023
Q4 		$166K Sell
6,612
-1,224
-16% -$28K 0.09% 100
2023
Q3 		$177K Sell
7,836
-2,499
-24% -$59.2K 0.12% 87
2023
Q2 		$245K Sell
10,335
-30,618
-75% -$690K 0.16% 78
2023
Q1 		$926K Sell
40,953
-12,561
-23% -$289K 0.65% 30
2022
Q4 		$1.17M Sell
53,514
-10,998
-17% -$241K 0.95% 24
2022
Q3 		$1.3M Sell
64,512
-2,994
-4% -$66.8K 1.35% 17
2022
Q2 		$1.41M Buy
67,506
+1,302
+2% +$30K 1.34% 18
2022
Q1 		$1.67M Buy
66,204
+2,313
+4% +$58K 1.4% 17
2021
Q4 		$1.71M Buy
+63,891
New +$1.7M 1.43% 17

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

Morris Financial Concepts's SCHM Position: Q2 2026 in Review

Morris Financial Concepts reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.4% in Q2 2026, selling an estimated $1.55K and leaving 1,854 shares worth $68.4K. The position accounts for 0.02% of the portfolio, ranked #155.

Morris Financial Concepts first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Morris Financial Concepts held 1,854 shares of Schwab US Mid-Cap ETF worth $68.4K as of Q2 2026.
  • Morris Financial Concepts sold 45 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.55K.
  • Schwab US Mid-Cap ETF made up 0.02% of Morris Financial Concepts's portfolio in Q2 2026, its #155 holding.
  • Morris Financial Concepts first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Schwab US Mid-Cap ETF position peaked at $1.71M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.