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 Q3	$5.15M	Buy	151,344 +8,876	+6%	+$314K	3.93%	6
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Schaeffer Financial's SCHM Position: Q3 2026 in Review

Schaeffer Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.2% in Q3 2026, buying an estimated $314K and bringing the position to 151,344 shares worth $5.15M. The position accounts for 3.93% of the portfolio, ranked #6.

Schaeffer Financial first reported a position in SCHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.11M in Q1 2024. 528 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Schaeffer Financial held 151,344 shares of Schwab US Mid-Cap ETF worth $5.15M as of Q3 2026.
Schaeffer Financial bought 8,876 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $314K.
Schwab US Mid-Cap ETF made up 3.93% of Schaeffer Financial's portfolio in Q3 2026, its #6 holding.
Schaeffer Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Schaeffer Financial's Schwab US Mid-Cap ETF position peaked at $9.11M in Q1 2024.
528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.