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NFP Retirement Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

NFP Retirement Inc’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 		$2.04M Sell
55,419
-2,994
-5% -$103K 0.11% 107
2026
Q1 		$1.81M Sell
58,413
-1,170
-2% -$37.3K 0.11% 112
2025
Q4 		$1.79M Sell
59,583
-2,238
-4% -$66.7K 0.11% 108
2025
Q3 		$1.83M Sell
61,821
-4,192
-6% -$122K 0.12% 99
2025
Q2 		$1.85M Sell
66,013
-9,518
-13% -$251K 0.12% 96
2025
Q1 		$1.98M Sell
75,531
-2,925
-4% -$81.5K 0.16% 76
2024
Q4 		$2.17M Sell
78,456
-699
-0.9% -$19.9K 0.17% 74
2024
Q3 		$2.19M Sell
79,155
-2,979
-4% -$79.2K 0.18% 76
2024
Q2 		$2.13M Sell
82,134
-6,507
-7% -$170K 0.18% 79
2024
Q1 		$2.41M Sell
88,641
-33,642
-28% -$858K 0.21% 69
2023
Q4 		$3.07M Sell
122,283
-7,872
-6% -$180K 0.52% 45
2023
Q3 		$2.94M Sell
130,155
-19,608
-13% -$465K 0.56% 42
2023
Q2 		$3.55M Sell
149,763
-24,822
-14% -$559K 0.66% 39
2023
Q1 		$3.95M Buy
174,585
+16,422
+10% +$378K 0.79% 31
2022
Q4 		$3.46M Sell
158,163
-61,116
-28% -$1.34M 0.76% 34
2022
Q3 		$4.42M Sell
219,279
-2,274
-1% -$50.7K 1.09% 30
2022
Q2 		$4.63M Buy
221,553
+29,814
+16% +$688K 1.17% 23
2022
Q1 		$4.85M Buy
191,739
+10,434
+6% +$262K 1.15% 24
2021
Q4 		$4.86M Buy
181,305
+7,764
+4% +$207K 1.74% 15
2021
Q3 		$4.43M Buy
173,541
+4,971
+3% +$130K 1.81% 15
2021
Q2 		$4.4M Sell
168,570
-84,813
-33% -$2.19M 1.7% 13
2021
Q1 		$6.29M Buy
253,383
+184,233
+266% +$4.47M 2.73% 10
2020
Q4 		$1.57M Buy
69,150
+5,919
+9% +$123K 0.97% 30
2020
Q3 		$1.17M Buy
63,231
+14,157
+29% +$262K 0.77% 40
2020
Q2 		$861K Buy
49,074
+20,523
+72% +$334K 0.63% 43
2020
Q1 		$401K Sell
28,551
-2,022
-7% -$37K 0.39% 52
2019
Q4 		$612K Buy
+30,573
New +$592K 0.57% 42

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 $104B AUM 28.3% 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

NFP Retirement Inc's SCHM Position: Q2 2026 in Review

NFP Retirement Inc reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.1% in Q2 2026, selling an estimated $103K and leaving 55,419 shares worth $2.04M. The position accounts for 0.11% of the portfolio, ranked #107.

NFP Retirement Inc first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.29M in Q1 2021. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • NFP Retirement Inc held 55,419 shares of Schwab US Mid-Cap ETF worth $2.04M as of Q2 2026.
  • NFP Retirement Inc sold 2,994 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $103K.
  • Schwab US Mid-Cap ETF made up 0.11% of NFP Retirement Inc's portfolio in Q2 2026, its #107 holding.
  • NFP Retirement Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • NFP Retirement Inc's Schwab US Mid-Cap ETF position peaked at $6.29M in Q1 2021.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.