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

TFC Financial Management’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	$2.99K	Buy	+81	New	+$2.79K	﹤0.01%	526
2022 Q4	–	Sell	-75	Closed	-$2K	–	561
2022 Q3	$2K	Hold	75	–	–	﹤0.01%	424
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	419
2022 Q1	$2K	Hold	75	–	–	﹤0.01%	434
2021 Q4	$2K	Hold	75	–	–	﹤0.01%	484
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	475
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	466
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	456
2020 Q4	$2K	Sell	75 -75	-50%	-$1.56K	﹤0.01%	445
2020 Q3	$3K	Buy	+150	New	+$2.78K	﹤0.01%	375

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

TFC Financial Management's SCHM Position: Q2 2026 in Review

TFC Financial Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 81 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in SCHM as recently as Q3 2022.

TFC Financial Management first reported a position in SCHM in Q3 2020 and has held it in 10 quarters since. The position peaked at $3K in Q3 2020. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

TFC Financial Management held 81 shares of Schwab US Mid-Cap ETF worth $2.99K as of Q2 2026.
Schwab US Mid-Cap ETF was a new TFC Financial Management position in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #526 holding.
TFC Financial Management first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and has held it in 10 quarters since.
TFC Financial Management's Schwab US Mid-Cap ETF position peaked at $3K in Q3 2020.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.