BRWM
SCHM icon

Blue Rock Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Blue Rock Wealth Management’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
Q1 		– Sell
-7,130
Closed -$214K – 113
2025
Q4 		$214K Sell
7,130
-73
-1% -$2.18K 0.13% 95
2025
Q3 		$213K Hold
7,203
– – 0.13% 96
2025
Q2 		$202K Buy
+7,203
New +$190K 0.14% 97

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Blue Rock Wealth Management's SCHM Position: Q1 2026 in Review

Blue Rock Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 7,130 shares — an estimated $214K sold.

Blue Rock Wealth Management first reported a position in SCHM in Q2 2025 and held it in 3 quarters. The position peaked at $214K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Blue Rock Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Rock Wealth Management sold 7,130 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $214K.
  • Blue Rock Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and held it in 3 quarters.
  • Blue Rock Wealth Management's Schwab US Mid-Cap ETF position peaked at $214K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.