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PFG Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

PFG Investments’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 		$622K Buy
16,875
+2
+0% +$69 0.02% 572
2026
Q1 		$522K Sell
16,873
-3,912
-19% -$125K 0.02% 585
2025
Q4 		$625K Buy
20,785
+989
+5% +$29.5K 0.03% 488
2025
Q3 		$587K Buy
19,796
+3
+0% +$87 0.03% 500
2025
Q2 		$555K Buy
19,793
+4,391
+29% +$116K 0.03% 488
2025
Q1 		$404K Buy
15,402
+104
+0.7% +$2.9K 0.03% 582
2024
Q4 		$424K Buy
15,298
+1,003
+7% +$28.6K 0.03% 565
2024
Q3 		$396K Buy
14,295
+255
+2% +$6.78K 0.03% 584
2024
Q2 		$364K Buy
14,040
+3,312
+31% +$86.7K 0.03% 570
2024
Q1 		$291K Sell
10,728
-3,564
-25% -$90.9K 0.02% 750
2023
Q4 		$359K Buy
14,292
+1,683
+13% +$38.6K 0.07% 313
2023
Q3 		$284K Sell
12,609
-1,092
-8% -$25.9K 0.05% 362
2023
Q2 		$324K Buy
+13,701
New +$309K 0.06% 353

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

PFG Investments's SCHM Position: Q2 2026 in Review

PFG Investments increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.01% in Q2 2026, buying an estimated $69 and bringing the position to 16,875 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #572.

PFG Investments first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $625K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • PFG Investments held 16,875 shares of Schwab US Mid-Cap ETF worth $622K as of Q2 2026.
  • PFG Investments bought 2 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $69.
  • Schwab US Mid-Cap ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #572 holding.
  • PFG Investments first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • PFG Investments's Schwab US Mid-Cap ETF position peaked at $625K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.