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Plancorp LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Plancorp LLC’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 		$4.24M Buy
119,715
+105,766
+758% +$3.64M 0.1% 86
2026
Q1 		$452K Buy
13,949
+5
+0% +$159 0.01% 242
2025
Q4 		$419K Sell
13,944
-1,126
-7% -$33.6K 0.01% 240
2025
Q3 		$447K Sell
15,070
-2,036
-12% -$59.3K 0.01% 239
2025
Q2 		$480K Buy
17,106
+8
+0% +$211 0.02% 230
2025
Q1 		$448K Buy
17,098
+2,537
+17% +$70.7K 0.02% 222
2024
Q4 		$403K Buy
14,561
+8
+0.1% +$228 0.02% 214
2024
Q3 		$403K Buy
14,553
+12
+0.1% +$319 0.02% 213
2024
Q2 		$377K Hold
14,541
– – 0.02% 205
2024
Q1 		$395K Buy
14,541
+9
+0.1% +$230 0.02% 205
2023
Q4 		$365K Buy
14,532
+9
+0.1% +$206 0.02% 193
2023
Q3 		$328K Buy
14,523
+9
+0.1% +$213 0.02% 194
2023
Q2 		$344K Buy
14,514
+9
+0.1% +$203 0.02% 183
2023
Q1 		$328K Buy
14,505
+6
+0% +$138 0.02% 186
2022
Q4 		$317K Sell
14,499
-12
-0.1% -$263 0.02% 184
2022
Q3 		$293K Buy
14,511
+9
+0.1% +$201 0.02% 181
2022
Q2 		$303K Buy
14,502
+9
+0.1% +$208 0.02% 179
2022
Q1 		$366K Buy
14,493
+15
+0.1% +$376 0.02% 171
2021
Q4 		$388K Sell
14,478
-453
-3% -$12.1K 0.02% 167
2021
Q3 		$382K Buy
14,931
+2,706
+22% +$70.7K 0.03% 159
2021
Q2 		$319K Buy
12,225
+6
+0% +$155 0.03% 167
2021
Q1 		$303K Buy
12,219
+3
+0% +$73 0.07% 159
2020
Q4 		$278K Sell
12,216
-8,595
-41% -$179K 0.07% 166
2020
Q3 		$385K Buy
20,811
+8,610
+71% +$160K 0.12% 115
2020
Q2 		$214K Sell
12,201
-3,924
-24% -$64K 0.06% 165
2020
Q1 		$227K Buy
16,125
+3,939
+32% +$72.1K 0.09% 148
2019
Q4 		$244K Buy
12,186
+18
+0.1% +$349 0.07% 171
2019
Q3 		$229K Buy
12,168
+6
+0% +$113 0.09% 160
2019
Q2 		$231K Hold
12,162
– – 0.09% 155
2019
Q1 		$225K Buy
+12,162
New +$217K 0.09% 163
2018
Q4 		– Sell
-12,138
Closed -$234K – 171
2018
Q3 		$234K Buy
12,138
+3
+0% +$57 0.09% 157
2018
Q2 		$222K Hold
12,135
– – 0.09% 155
2018
Q1 		$214K Buy
12,135
+6
+0% +$108 0.07% 154
2017
Q4 		$215K Buy
12,129
+9
+0.1% +$155 0.07% 161
2017
Q3 		$202K Buy
+12,120
New +$197K 0.06% 157

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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Plancorp LLC's SCHM Position: Q2 2026 in Review

Plancorp LLC increased its Schwab US Mid-Cap ETF (SCHM) stake by 758% in Q2 2026, buying an estimated $3.64M and bringing the position to 119,715 shares worth $4.24M. The position accounts for 0.1% of the portfolio, ranked #86.

Plancorp LLC first reported a position in SCHM in Q3 2017 and has held it in 35 quarters since. 353 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Plancorp LLC held 119,715 shares of Schwab US Mid-Cap ETF worth $4.24M as of Q2 2026.
  • Plancorp LLC bought 105,766 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.64M.
  • Schwab US Mid-Cap ETF made up 0.1% of Plancorp LLC's portfolio in Q2 2026, its #86 holding.
  • Plancorp LLC first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 35 quarters since.
  • 353 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.