UFPG
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United Financial Planning Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

United Financial Planning 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 		– Sell
-781
Closed -$23.5K – 595
2025
Q4 		$23.5K Buy
781
+3
+0.4% +$89 0.01% 128
2025
Q3 		$23K Buy
+778
New +$22.6K 0.01% 116

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

United Financial Planning Group's SCHM Position: Q1 2026 in Review

United Financial Planning Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 781 shares — an estimated $23.5K sold.

United Financial Planning Group first reported a position in SCHM in Q3 2025 and held it in 2 quarters. The position peaked at $23.5K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • United Financial Planning Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 781 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $23.5K.
  • United Financial Planning Group first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's Schwab US Mid-Cap ETF position peaked at $23.5K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.