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

SNS Financial 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
Q2 		$563K Buy
+15,280
New +$526K 0.01% 365
2020
Q1 		– Sell
-10,494
Closed -$210K – 226
2019
Q4 		$210K Sell
10,494
-3,018
-22% -$58.4K 0.04% 199
2019
Q3 		$255K Sell
13,512
-84
-0.6% -$1.59K 0.05% 164
2019
Q2 		$259K Buy
+13,596
New +$254K 0.05% 167

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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

SNS Financial Group's SCHM Position: Q2 2026 in Review

SNS Financial Group opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 15,280 shares worth $563K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in SCHM as recently as Q4 2019.

SNS Financial Group first reported a position in SCHM in Q2 2019 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • SNS Financial Group held 15,280 shares of Schwab US Mid-Cap ETF worth $563K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new SNS Financial Group position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #365 holding.
  • SNS Financial Group first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 4 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.