Seven Springs Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Seven Springs Wealth Group’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	$904K	Hold	29,211	–	–	0.21%	37
2025 Q4	$878K	Sell	29,211 -801	-3%	-$23.9K	0.25%	35
2025 Q3	$890K	Hold	30,012	–	–	0.22%	38
2025 Q2	$842K	Hold	30,012	–	–	0.21%	37
2025 Q1	$786K	Hold	30,012	–	–	0.28%	37
2024 Q4	$832K	Hold	30,012	–	–	0.31%	37
2024 Q3	$831K	Hold	30,012	–	–	0.3%	36
2024 Q2	$779K	Hold	30,012	–	–	0.3%	35
2024 Q1	$815K	Hold	30,012	–	–	0.31%	34
2023 Q4	$754K	Hold	30,012	–	–	0.34%	34
2023 Q3	$677K	Hold	30,012	–	–	0.32%	34
2023 Q2	$711K	Hold	30,012	–	–	0.34%	33
2023 Q1	$679K	Hold	30,012	–	–	0.34%	34
2022 Q4	$656K	Hold	30,012	–	–	0.32%	33
2022 Q3	$606K	Sell	30,012 -156	-0.5%	-$3.48K	0.33%	34
2022 Q2	$631K	Hold	30,168	–	–	0.32%	36
2022 Q1	$763K	Sell	30,168 -183	-0.6%	-$4.59K	0.36%	33
2021 Q4	$814K	Hold	30,351	–	–	0.37%	33
2021 Q3	$776K	Hold	30,351	–	–	0.38%	30
2021 Q2	$792K	Hold	30,351	–	–	0.34%	30
2021 Q1	$753K	Sell	30,351 -273	-0.9%	-$6.62K	0.35%	27
2020 Q4	$696K	Buy	30,624 +108	+0.4%	+$2.25K	0.36%	26
2020 Q3	$564K	Buy	30,516 +213	+0.7%	+$3.95K	0.35%	26
2020 Q2	$532K	Buy	30,303 +189	+0.6%	+$3.08K	0.34%	23
2020 Q1	$423K	Buy	+30,114	New	+$551K	0.3%	27

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Seven Springs Wealth Group's SCHM Position: Q1 2026 in Review

Seven Springs Wealth Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 29,211 shares worth $904K. The position accounts for 0.21% of the portfolio, ranked #37.

Seven Springs Wealth Group first reported a position in SCHM in Q1 2020 and has held it in 25 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Seven Springs Wealth Group held 29,211 shares of Schwab US Mid-Cap ETF worth $904K as of Q1 2026.
Seven Springs Wealth Group left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.21% of Seven Springs Wealth Group's portfolio in Q1 2026, its #37 holding.
Seven Springs Wealth Group first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.