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

Schaeffer 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 		$5.25M Buy
142,468
+8,739
+7% +$301K 4.06% 6
2026
Q1 		$4.14M Buy
133,729
+2,962
+2% +$94.3K 3.48% 6
2025
Q4 		$3.93M Sell
130,767
-132,217
-50% -$3.94M 3.43% 6
2025
Q3 		$7.79M Buy
262,984
+19,765
+8% +$575K 7.07% 6
2025
Q2 		$6.82M Buy
243,219
+11,790
+5% +$311K 6.66% 6
2025
Q1 		$6.06M Sell
231,429
-91,290
-28% -$2.54M 6.69% 6
2024
Q4 		$8.94M Buy
322,719
+4,929
+2% +$140K 8.92% 6
2024
Q3 		$8.8M Buy
317,790
+3,363
+1% +$89.4K 8.94% 6
2024
Q2 		$8.16M Sell
314,427
-21,150
-6% -$553K 8.85% 6
2024
Q1 		$9.11M Sell
335,577
-1,029
-0.3% -$26.2K 9.07% 6
2023
Q4 		$8.45M Buy
+336,606
New +$7.71M 8.95% 6

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

Schaeffer Financial's SCHM Position: Q2 2026 in Review

Schaeffer Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.5% in Q2 2026, buying an estimated $301K and bringing the position to 142,468 shares worth $5.25M. The position accounts for 4.06% of the portfolio, ranked #6.

Schaeffer Financial first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.11M in Q1 2024. 1,070 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Schaeffer Financial held 142,468 shares of Schwab US Mid-Cap ETF worth $5.25M as of Q2 2026.
  • Schaeffer Financial bought 8,739 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $301K.
  • Schwab US Mid-Cap ETF made up 4.06% of Schaeffer Financial's portfolio in Q2 2026, its #6 holding.
  • Schaeffer Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Schaeffer Financial's Schwab US Mid-Cap ETF position peaked at $9.11M in Q1 2024.
  • 1,070 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Schaeffer Financial's 13F filing for Q2 2026, filed 3 Aug 2026.