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Total Wealth Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Total Wealth 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
2025
Q4 		– Sell
-9,106
Closed -$270K – 91
2025
Q3 		$270K Sell
9,106
-1,037
-10% -$30.2K 0.03% 100
2025
Q2 		$285K Sell
10,143
-837
-8% -$22.1K 0.04% 94
2025
Q1 		$288K Sell
10,980
-168
-2% -$4.68K 0.04% 80
2024
Q4 		$309K Sell
11,148
-315
-3% -$8.97K 0.05% 78
2024
Q3 		$317K Buy
11,463
+12
+0.1% +$319 0.05% 79
2024
Q2 		$314K Sell
11,451
-291
-2% -$7.61K 0.05% 79
2024
Q1 		$319K Sell
11,742
-150
-1% -$3.83K 0.05% 78
2023
Q4 		$299K Sell
11,892
-822
-6% -$18.8K 0.05% 79
2023
Q3 		$287K Sell
12,714
-204
-2% -$4.83K 0.06% 76
2023
Q2 		$306K Buy
12,918
+18
+0.1% +$406 0.06% 73
2023
Q1 		$292K Buy
12,900
+12
+0.1% +$276 0.06% 73
2022
Q4 		$282K Buy
12,888
+474
+4% +$10.4K 0.07% 70
2022
Q3 		$250K Sell
12,414
-28,785
-70% -$642K 0.07% 73
2022
Q2 		$861K Sell
41,199
-17,829
-30% -$411K 0.25% 48
2022
Q1 		$1.49M Buy
+59,028
New +$1.48M 0.4% 38

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Total Wealth Planning's SCHM Position: Q4 2025 in Review

Total Wealth Planning sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 9,106 shares — an estimated $270K sold.

Total Wealth Planning first reported a position in SCHM in Q1 2022 and held it in 15 quarters. The position peaked at $1.49M in Q1 2022. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Total Wealth Planning reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 9,106 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $270K.
  • Total Wealth Planning first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 15 quarters.
  • Total Wealth Planning's Schwab US Mid-Cap ETF position peaked at $1.49M in Q1 2022.
  • 995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.