Plante Moran Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Plante Moran Financial Advisors’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	$20.9M	Sell	565,591 -39,160	-6%	-$1.35M	0.97%	10
2026 Q1	$18.7M	Sell	604,751 -23,730	-4%	-$756K	1.21%	8
2025 Q4	$18.9M	Sell	628,481 -2,545	-0.4%	-$75.9K	1.2%	8
2025 Q3	$18.7M	Buy	631,026 +4,843	+0.8%	+$141K	1.17%	8
2025 Q2	$17.6M	Buy	626,183 +465,582	+290%	+$12.3M	1.23%	8
2025 Q1	$4.21M	Buy	160,601 +34,912	+28%	+$972K	0.36%	15
2024 Q4	$3.48M	Sell	125,689 -1,979	-2%	-$56.4K	0.29%	19
2024 Q3	$3.54M	Buy	127,668 +4,764	+4%	+$127K	0.3%	19
2024 Q2	$3.19M	Buy	122,904 +1,860	+2%	+$48.7K	0.32%	19
2024 Q1	$3.29M	Sell	121,044 -4,428	-4%	-$113K	0.35%	18
2023 Q4	$3.15M	Sell	125,472 -18,786	-13%	-$430K	0.33%	21
2023 Q3	$3.25M	Sell	144,258 -3	-0%	-$71	0.39%	17
2023 Q2	$3.42M	Sell	144,261 -4,458	-3%	-$100K	0.4%	17
2023 Q1	$3.36M	Sell	148,719 -663	-0.4%	-$15.3K	0.46%	17
2022 Q4	$3.27M	Sell	149,382 -40,359	-21%	-$885K	0.47%	19
2022 Q3	$3.83M	Buy	189,741 +29,571	+18%	+$660K	0.66%	17
2022 Q2	$3.35M	Buy	160,170 +59,064	+58%	+$1.36M	0.56%	18
2022 Q1	$2.56M	Buy	101,106 +88,410	+696%	+$2.22M	0.48%	23
2021 Q4	$340K	Buy	12,696 +12,351	+3,580%	+$329K	0.06%	125
2021 Q3	$9K	Hold	345	–	–	﹤0.01%	714
2021 Q2	$9K	Hold	345	–	–	﹤0.01%	696
2021 Q1	$9K	Buy	345 +333	+2,775%	+$8.08K	﹤0.01%	675
2020 Q4	$0	Hold	12	–	–	﹤0.01%	974
2020 Q3	$0	Hold	12	–	–	﹤0.01%	893
2020 Q2	$0	Sell	12 -1,428	-99%	-$23.3K	﹤0.01%	830
2020 Q1	$20K	Buy	1,440 +606	+73%	+$11.1K	0.01%	389
2019 Q4	$17K	Sell	834 -1,128	-57%	-$21.8K	0.01%	488
2019 Q3	$37K	Buy	1,962 +852	+77%	+$16.1K	0.01%	393
2019 Q2	$21K	Buy	1,110 +351	+46%	+$6.57K	0.01%	471
2019 Q1	$14K	Buy	759 +177	+30%	+$3.16K	﹤0.01%	521
2018 Q4	$9K	Hold	582	–	–	﹤0.01%	520
2018 Q3	$11K	Buy	+582	New	+$11.1K	﹤0.01%	488

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plante Moran Financial Advisors's SCHM Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.5% in Q2 2026, selling an estimated $1.35M and leaving 565,591 shares worth $20.9M. The position accounts for 0.97% of the portfolio, ranked #10.

Plante Moran Financial Advisors first reported a position in SCHM in Q3 2018 and has held it in 32 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Plante Moran Financial Advisors held 565,591 shares of Schwab US Mid-Cap ETF worth $20.9M as of Q2 2026.
Plante Moran Financial Advisors sold 39,160 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.35M.
Schwab US Mid-Cap ETF made up 0.97% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #10 holding.
Plante Moran Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 32 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.