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White & Co Financial Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

White & Co 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
2026
Q2 		$16.2M Buy
439,692
+2,860
+0.7% +$98.4K 10.04% 3
2026
Q1 		$13.5M Buy
436,832
+4,476
+1% +$143K 9.51% 3
2025
Q4 		$13M Sell
432,356
-214
-0% -$6.38K 9.72% 3
2025
Q3 		$12.8M Sell
432,570
-816
-0.2% -$23.8K 9.65% 3
2025
Q2 		$12.1M Buy
433,386
+10,487
+2% +$277K 9.69% 3
2025
Q1 		$11.1M Sell
422,899
-5,044
-1% -$140K 9.54% 3
2024
Q4 		$11.9M Buy
+427,943
New +$12.2M 10.06% 3

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

White & Co Financial Planning's SCHM Position: Q2 2026 in Review

White & Co Financial Planning increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.65% in Q2 2026, buying an estimated $98.4K and bringing the position to 439,692 shares worth $16.2M. The position accounts for 10.04% of the portfolio, ranked #3.

White & Co Financial Planning first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,063 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • White & Co Financial Planning held 439,692 shares of Schwab US Mid-Cap ETF worth $16.2M as of Q2 2026.
  • White & Co Financial Planning bought 2,860 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $98.4K.
  • Schwab US Mid-Cap ETF made up 10.04% of White & Co Financial Planning's portfolio in Q2 2026, its #3 holding.
  • White & Co Financial Planning first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.