Valtinson Bruner Financial Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Valtinson Bruner 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
2025 Q4	–	Sell	-7,971	Closed	-$236K	–	171
2025 Q3	$236K	Hold	7,971	–	–	0.07%	140
2025 Q2	$224K	Hold	7,971	–	–	0.07%	141
2025 Q1	$209K	Hold	7,971	–	–	0.07%	139
2024 Q4	$221K	Hold	7,971	–	–	0.08%	136
2024 Q3	$221K	Hold	7,971	–	–	0.08%	127
2024 Q2	$207K	Hold	7,971	–	–	0.08%	126
2024 Q1	$216K	Hold	7,971	–	–	0.09%	116
2023 Q4	$200K	Buy	+7,971	New	+$183K	0.1%	112
2022 Q1	–	Sell	-7,971	Closed	-$214K	–	102
2021 Q4	$214K	Hold	7,971	–	–	0.12%	90
2021 Q3	$215K	Hold	7,971	–	–	0.12%	89
2021 Q2	$206K	Buy	7,971 +60	+0.8%	+$1.55K	0.12%	83
2021 Q1	$204K	Buy	+7,911	New	+$192K	0.12%	82
2020 Q2	–	Sell	-16,296	Closed	-$254K	–	80
2020 Q1	$254K	Sell	16,296 -2,175	-12%	-$39.8K	0.2%	58
2019 Q4	$370K	Hold	18,471	–	–	0.27%	51
2019 Q3	$346K	Hold	18,471	–	–	0.28%	49
2019 Q2	$352K	Sell	18,471 -300	-2%	-$5.61K	0.3%	32
2019 Q1	$347K	Hold	18,771	–	–	0.3%	30
2018 Q4	$300K	Buy	+18,771	New	+$328K	0.31%	27

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Valtinson Bruner Financial Planning's SCHM Position: Q4 2025 in Review

Valtinson Bruner Financial Planning sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 7,971 shares — an estimated $236K sold.

Valtinson Bruner Financial Planning first reported a position in SCHM in Q4 2018 and held it in 18 quarters. The position peaked at $370K in Q4 2019. 999 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

Valtinson Bruner Financial Planning reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 7,971 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $236K.
Valtinson Bruner Financial Planning first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 18 quarters.
Valtinson Bruner Financial Planning's Schwab US Mid-Cap ETF position peaked at $370K in Q4 2019.
999 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Valtinson Bruner Financial Planning's 13F filing for Q4 2025, filed 9 Feb 2026.