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

Phillips Financial Management’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
Q1 		$1.22M Sell
39,507
-4,024
-9% -$128K 0.09% 100
2025
Q4 		$1.31M Sell
43,531
-11,170
-20% -$333K 0.08% 101
2025
Q3 		$1.62M Sell
54,701
-1,817
-3% -$52.9K 0.11% 91
2025
Q2 		$1.59M Buy
56,518
+1,266
+2% +$33.4K 0.12% 86
2025
Q1 		$1.45M Sell
55,252
-393
-0.7% -$10.9K 0.11% 91
2024
Q4 		$1.54M Sell
55,645
-365
-0.7% -$10.4K 0.12% 88
2024
Q3 		$1.55M Buy
56,010
+2,535
+5% +$67.4K 0.12% 93
2024
Q2 		$1.39M Buy
53,475
+2,364
+5% +$61.9K 0.11% 93
2024
Q1 		$1.39M Buy
51,111
+1,386
+3% +$35.4K 0.11% 95
2023
Q4 		$1.25M Buy
49,725
+1,485
+3% +$34K 0.11% 95
2023
Q3 		$1.09M Buy
48,240
+3,732
+8% +$88.4K 0.1% 94
2023
Q2 		$1.05M Sell
44,508
-3,606
-7% -$81.3K 0.1% 99
2023
Q1 		$1.09M Buy
48,114
+2,190
+5% +$50.4K 0.11% 94
2022
Q4 		$1M Buy
45,924
+1,830
+4% +$40.1K 0.1% 91
2022
Q3 		$890K Sell
44,094
-27
-0.1% -$602 0.1% 90
2022
Q2 		$923K Sell
44,121
-3,111
-7% -$71.8K 0.1% 83
2022
Q1 		$1.19M Buy
47,232
+14,364
+44% +$360K 0.11% 78
2021
Q4 		$881K Buy
32,868
+879
+3% +$23.4K 0.09% 77
2021
Q3 		$817K Buy
+31,989
New +$836K 0.08% 78
2019
Q2 		– Sell
-30,525
Closed -$571K – 77
2019
Q1 		$571K Sell
30,525
-10,707
-26% -$191K 0.11% 72
2018
Q4 		$659K Buy
41,232
+54
+0.1% +$944 0.14% 69
2018
Q3 		$789K Buy
41,178
+747
+2% +$14.2K 0.16% 64
2018
Q2 		$740K Sell
40,431
-486
-1% -$8.79K 0.16% 62
2018
Q1 		$709K Sell
40,917
-6,345
-13% -$114K 0.15% 63
2017
Q4 		$854K Sell
47,262
-204
-0.4% -$3.52K 0.18% 59
2017
Q3 		$793K Buy
47,466
+1,191
+3% +$19.4K 0.17% 63
2017
Q2 		$763K Buy
46,275
+4,788
+12% +$76.1K 0.17% 62
2017
Q1 		$643K Buy
41,487
+1,569
+4% +$24.5K 0.16% 62
2016
Q4 		$612K Buy
39,918
+2,919
+8% +$42.7K 0.15% 62
2016
Q3 		$523K Buy
36,999
+336
+0.9% +$4.86K 0.14% 61
2016
Q2 		$528K Buy
36,663
+1,368
+4% +$18.9K 0.14% 58
2016
Q1 		$479K Buy
+35,295
New +$445K 0.13% 57

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Phillips Financial Management's SCHM Position: Q1 2026 in Review

Phillips Financial Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 9.2% in Q1 2026, selling an estimated $128K and leaving 39,507 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #100.

Phillips Financial Management first reported a position in SCHM in Q1 2016 and has held it in 32 quarters since. The position peaked at $1.62M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Phillips Financial Management held 39,507 shares of Schwab US Mid-Cap ETF worth $1.22M as of Q1 2026.
  • Phillips Financial Management sold 4,024 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $128K.
  • Schwab US Mid-Cap ETF made up 0.09% of Phillips Financial Management's portfolio in Q1 2026, its #100 holding.
  • Phillips Financial Management first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 32 quarters since.
  • Phillips Financial Management's Schwab US Mid-Cap ETF position peaked at $1.62M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.