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Retirement Planning Group (Kansas)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.04M Buy
33,687
+6,569
+24% +$209K 0.03% 204
2025
Q4 		$815K Hold
27,118
– – 0.03% 211
2025
Q3 		$804K Sell
27,118
-153
-0.6% -$4.45K 0.03% 206
2025
Q2 		$765K Sell
27,271
-923
-3% -$24.3K 0.03% 176
2025
Q1 		$739K Sell
28,194
-17
-0.1% -$473 0.03% 164
2024
Q4 		$782K Buy
28,211
+1,070
+4% +$30.5K 0.04% 151
2024
Q3 		$752K Sell
27,141
-2,013
-7% -$53.5K 0.04% 147
2024
Q2 		$756K Sell
29,154
-3,897
-12% -$102K 0.05% 122
2024
Q1 		$897K Buy
33,051
+4,233
+15% +$108K 0.07% 110
2023
Q4 		$724K Sell
28,818
-2,166
-7% -$49.6K 0.06% 97
2023
Q3 		$699K Buy
30,984
+7,497
+32% +$178K 0.07% 77
2023
Q2 		$556K Buy
23,487
+10,404
+80% +$234K 0.06% 97
2023
Q1 		$296K Buy
+13,083
New +$301K 0.03% 116
2022
Q2 		– Sell
-9,204
Closed -$233K – 129
2022
Q1 		$233K Buy
9,204
+882
+11% +$22.1K 0.03% 98
2021
Q4 		$223K Buy
+8,322
New +$222K 0.02% 101
2019
Q1 		– Sell
-30,933
Closed -$494K – 69
2018
Q4 		$494K Buy
+30,933
New +$540K 0.13% 38
2014
Q3 		– Sell
-16,590
Closed -$223K – 69
2014
Q2 		$223K Sell
16,590
-420
-2% -$5.41K 0.07% 64
2014
Q1 		$219K Sell
17,010
-966
-5% -$12.2K 0.07% 64
2013
Q4 		$224K Sell
17,976
-25,017
-58% -$300K 0.08% 64
2013
Q3 		$496K Buy
42,993
+5,010
+13% +$56.5K 0.18% 50
2013
Q2 		$405K Buy
+37,983
New +$405K 0.17% 54

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

Retirement Planning Group (Kansas)'s SCHM Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Schwab US Mid-Cap ETF (SCHM) stake by 24% in Q1 2026, buying an estimated $209K and bringing the position to 33,687 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #204.

Retirement Planning Group (Kansas) first reported a position in SCHM in Q2 2013 and has held it in 21 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Retirement Planning Group (Kansas) held 33,687 shares of Schwab US Mid-Cap ETF worth $1.04M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 6,569 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $209K.
  • Schwab US Mid-Cap ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #204 holding.
  • Retirement Planning Group (Kansas) first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 21 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.