XY Planning Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

XY Planning Network’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	$396K	Buy	10,734 +849	+9%	+$29.2K	0.05%	239
2026 Q1	$309K	Sell	9,885 -18	-0.2%	-$573	0.05%	230
2025 Q4	$298K	Sell	9,903 -1,761	-15%	-$52.5K	0.05%	221
2025 Q3	$327K	Hold	11,664	–	–	0.11%	135
2025 Q2	$327K	Buy	11,664 +1,077	+10%	+$28.4K	0.11%	135
2025 Q1	$277K	Buy	10,587 +74	+0.7%	+$2.06K	0.19%	84
2024 Q4	$291K	Buy	+10,513	New	+$300K	0.22%	75

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

XY Planning Network's SCHM Position: Q2 2026 in Review

XY Planning Network increased its Schwab US Mid-Cap ETF (SCHM) stake by 8.6% in Q2 2026, buying an estimated $29.2K and bringing the position to 10,734 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #239.

XY Planning Network first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

XY Planning Network held 10,734 shares of Schwab US Mid-Cap ETF worth $396K as of Q2 2026.
XY Planning Network bought 849 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $29.2K.
Schwab US Mid-Cap ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #239 holding.
XY Planning Network first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.