PF
SCHM icon

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

PlanWiser 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 		$3.36M Sell
91,116
-1,621
-2% -$55.8K 2.33% 16
2026
Q1 		$3.06M Sell
92,737
-1,558
-2% -$49.6K 2.22% 15
2025
Q4 		$3.04M Buy
94,295
+9,354
+11% +$279K 2.28% 16
2025
Q3 		$2.5M Buy
84,941
+357
+0.4% +$10.4K 1.99% 22
2025
Q2 		$2.46M Sell
84,584
-2,638
-3% -$69.6K 2.09% 18
2025
Q1 		$2.28M Buy
+87,222
New +$2.43M 2.06% 19

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

PlanWiser Financial's SCHM Position: Q2 2026 in Review

PlanWiser Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q2 2026, selling an estimated $55.8K and leaving 91,116 shares worth $3.36M. The position accounts for 2.33% of the portfolio, ranked #16.

PlanWiser Financial first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • PlanWiser Financial held 91,116 shares of Schwab US Mid-Cap ETF worth $3.36M as of Q2 2026.
  • PlanWiser Financial sold 1,621 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $55.8K.
  • Schwab US Mid-Cap ETF made up 2.33% of PlanWiser Financial's portfolio in Q2 2026, its #16 holding.
  • PlanWiser Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.