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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
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

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Whelan Financial's SCHM Position: Q2 2026 in Review

Whelan Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.1% in Q2 2026, selling an estimated $30.9K and leaving 13,742 shares worth $507K. The position accounts for 0.14% of the portfolio, ranked #58.

Whelan Financial first reported a position in SCHM in Q3 2021 and has held it in 18 quarters since. The position peaked at $952K in Q4 2022. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Whelan Financial held 13,742 shares of Schwab US Mid-Cap ETF worth $507K as of Q2 2026.
  • Whelan Financial sold 897 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $30.9K.
  • Schwab US Mid-Cap ETF made up 0.14% of Whelan Financial's portfolio in Q2 2026, its #58 holding.
  • Whelan Financial first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 18 quarters since.
  • Whelan Financial's Schwab US Mid-Cap ETF position peaked at $952K in Q4 2022.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.