SFP
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Strategic Financial Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Financial Planning’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 		$2.39M Buy
+64,900
New +$2.23M 1.25% 18
2026
Q1 		– Sell
-74,880
Closed -$2.25M – 48
2025
Q4 		$2.25M Sell
74,880
-3,414
-4% -$102K 1.28% 19
2025
Q3 		$2.32M Sell
78,294
-1,330
-2% -$38.7K 1.34% 18
2025
Q2 		$2.23M Sell
79,624
-205
-0.3% -$5.41K 1.39% 18
2025
Q1 		$2.09M Buy
79,829
+146
+0.2% +$4.07K 1.44% 18
2024
Q4 		$2.21M Sell
79,683
-198
-0.2% -$5.64K 1.51% 17
2024
Q3 		$2.21M Buy
79,881
+507
+0.6% +$13.5K 1.46% 18
2024
Q2 		$2.06M Sell
79,374
-3,087
-4% -$80.8K 1.49% 18
2024
Q1 		$2.24M Sell
82,461
-765
-0.9% -$19.5K 1.67% 18
2023
Q4 		$2.09M Buy
83,226
+8,121
+11% +$186K 1.63% 18
2023
Q3 		$1.69M Buy
75,105
+921
+1% +$21.8K 1.56% 18
2023
Q2 		$1.76M Buy
74,184
+6,087
+9% +$137K 1.55% 18
2023
Q1 		$1.54M Buy
68,097
+2,469
+4% +$56.9K 1.41% 19
2022
Q4 		$1.44M Sell
65,628
-1,164
-2% -$25.5K 1.39% 20
2022
Q3 		$1.35M Sell
66,792
-3,855
-5% -$86K 1.4% 19
2022
Q2 		$1.48M Sell
70,647
-2,088
-3% -$48.2K 1.42% 18
2022
Q1 		$1.84M Sell
72,735
-13,461
-16% -$337K 1.53% 17
2021
Q4 		$2.31M Sell
86,196
-6,378
-7% -$170K 1.66% 16
2021
Q3 		$2.37M Buy
92,574
+1,428
+2% +$37.3K 1.73% 16
2021
Q2 		$2.38M Sell
91,146
-4,389
-5% -$113K 1.72% 16
2021
Q1 		$2.37M Buy
95,535
+15,720
+20% +$381K 1.77% 16
2020
Q4 		$1.81M Buy
79,815
+150
+0.2% +$3.13K 1.59% 16
2020
Q3 		$1.47M Buy
79,665
+1,923
+2% +$35.6K 1.53% 17
2020
Q2 		$1.36M Sell
77,742
-11,001
-12% -$179K 1.52% 18
2020
Q1 		$1.25M Sell
88,743
-6,060
-6% -$111K 1.65% 16
2019
Q4 		$1.9M Buy
+94,803
New +$1.84M 1.85% 14

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 $103B AUM 28.65% 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

Strategic Financial Planning's SCHM Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 64,900 shares worth $2.39M. The stake represents 1.25% of the portfolio and ranks #18 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SCHM as recently as Q4 2025.

Strategic Financial Planning first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Strategic Financial Planning held 64,900 shares of Schwab US Mid-Cap ETF worth $2.39M as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Strategic Financial Planning position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 1.25% of Strategic Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Strategic Financial Planning first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.