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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
Q2 		$210K Buy
+5,705
New +$196K 0.12% 103
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

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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 $104B AUM 28.3% 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

Blue Rock Wealth Management's SCHM Position: Q2 2026 in Review

Blue Rock Wealth Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,705 shares worth $210K. The stake represents 0.12% of the portfolio and ranks #103 among its holdings. This is a return to the name: Blue Rock Wealth Management previously reported a position in SCHM as recently as Q4 2025.

Blue Rock Wealth Management first reported a position in SCHM in Q2 2025 and has held it in 4 quarters since. The position peaked at $214K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Blue Rock Wealth Management held 5,705 shares of Schwab US Mid-Cap ETF worth $210K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Blue Rock Wealth Management position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.12% of Blue Rock Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Blue Rock Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Blue Rock Wealth Management's Schwab US Mid-Cap ETF position peaked at $214K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.