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

PlanVest Financial’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	$17.6K	Buy	+478	New	+$16.5K	0.01%	354

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

PlanVest Financial's SCHM Position: Q2 2026 in Review

PlanVest Financial opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 478 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings.

1,044 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

PlanVest Financial held 478 shares of Schwab US Mid-Cap ETF worth $17.6K as of Q2 2026.
Schwab US Mid-Cap ETF was a new PlanVest Financial position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #354 holding.
1,044 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.