Whelan Financial
SCHM icon

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

Whelan Financial’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
Q3 		$456K Sell
13,392
-350
-3% -$12.4K 0.12% 63
2026
Q2 		$507K Sell
13,742
-897
-6% -$30.9K 0.14% 58
2026
Q1 		$453K Sell
14,639
-341
-2% -$10.9K 0.14% 58
2025
Q4 		$450K Buy
14,980
+7
+0% +$209 0.14% 53
2025
Q3 		$444K Sell
14,973
-1,775
-11% -$51.7K 0.14% 54
2025
Q2 		$470K Sell
16,748
-331
-2% -$8.73K 0.17% 45
2025
Q1 		$447K Sell
17,079
-8,821
-34% -$246K 0.17% 40
2024
Q4 		$718K Sell
25,900
-1,037
-4% -$29.5K 0.28% 25
2024
Q3 		$746K Sell
26,937
-1,257
-4% -$33.4K 0.31% 19
2024
Q2 		$731K Sell
28,194
-1,173
-4% -$30.7K 0.33% 19
2024
Q1 		$797K Sell
29,367
-438
-1% -$11.2K 0.36% 19
2023
Q4 		$748K Buy
29,805
+8,265
+38% +$189K 0.35% 16
2023
Q3 		$486K Sell
21,540
-2,103
-9% -$49.8K 0.26% 21
2023
Q2 		$560K Sell
23,643
-669
-3% -$15.1K 0.29% 19
2023
Q1 		$550K Sell
24,312
-19,239
-44% -$443K 0.31% 18
2022
Q4 		$952K Buy
43,551
+32,517
+295% +$713K 0.57% 15
2022
Q3 		$223K Sell
11,034
-7,785
-41% -$174K 0.15% 25
2022
Q2 		$394K Buy
+18,819
New +$434K 0.27% 17
2021
Q4 		– Sell
-9,573
Closed -$245K – 20
2021
Q3 		$245K Buy
+9,573
New +$250K 0.22% 14

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Summit Asset Management
Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Whelan Financial's SCHM Position: Q3 2026 in Review

Whelan Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.5% in Q3 2026, selling an estimated $12.4K and leaving 13,392 shares worth $456K. The position accounts for 0.12% of the portfolio, ranked #63.

Whelan Financial first reported a position in SCHM in Q3 2021 and has held it in 19 quarters since. The position peaked at $952K in Q4 2022. 738 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Whelan Financial held 13,392 shares of Schwab US Mid-Cap ETF worth $456K as of Q3 2026.
  • Whelan Financial sold 350 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $12.4K.
  • Schwab US Mid-Cap ETF made up 0.12% of Whelan Financial's portfolio in Q3 2026, its #63 holding.
  • Whelan Financial first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Whelan Financial's Schwab US Mid-Cap ETF position peaked at $952K in Q4 2022.
  • 738 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.