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Curi RMB Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Curi RMB Capital’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 		$24.7M Sell
798,817
-60,391
-7% -$1.92M 0.44% 59
2025
Q4 		$25.8M Sell
859,208
-11,799
-1% -$352K 0.45% 53
2025
Q3 		$25.8M Sell
871,007
-45,092
-5% -$1.31M 0.47% 50
2025
Q2 		$25.7M Sell
916,099
-16,013
-2% -$422K 0.49% 49
2025
Q1 		$24.4M Sell
932,112
-94,792
-9% -$2.64M 0.6% 38
2024
Q4 		$28.5M Buy
1,026,904
+8,437
+0.8% +$240K 0.66% 33
2024
Q3 		$28.2M Sell
1,018,467
-279
-0% -$7.42K 0.64% 38
2024
Q2 		$26.4M Buy
1,018,746
+16,236
+2% +$425K 0.63% 38
2024
Q1 		$27.2M Buy
+1,002,510
New +$25.6M 0.62% 42
2020
Q1 		– Sell
-15,294
Closed -$307K – 755
2019
Q4 		$307K Sell
15,294
-504
-3% -$9.76K 0.01% 544
2019
Q3 		$298K Buy
15,798
+6
+0% +$113 0.01% 581
2019
Q2 		$301K Hold
15,792
– – 0.01% 633
2019
Q1 		$292K Sell
15,792
-2,757
-15% -$49.3K 0.01% 674
2018
Q4 		$296K Sell
18,549
-1,428
-7% -$25K 0.01% 747
2018
Q3 		$385K Sell
19,977
-1,068
-5% -$20.3K 0.01% 676
2018
Q2 		$385K Buy
21,045
+1,560
+8% +$28.2K 0.01% 673
2018
Q1 		$343K Buy
19,485
+6
+0% +$108 0.01% 696
2017
Q4 		$346K Buy
+19,479
New +$336K 0.01% 685

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

Curi RMB Capital's SCHM Position: Q1 2026 in Review

Curi RMB Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7% in Q1 2026, selling an estimated $1.92M and leaving 798,817 shares worth $24.7M. The position accounts for 0.44% of the portfolio, ranked #59.

Curi RMB Capital first reported a position in SCHM in Q4 2017 and has held it in 18 quarters since. The position peaked at $28.5M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Curi RMB Capital held 798,817 shares of Schwab US Mid-Cap ETF worth $24.7M as of Q1 2026.
  • Curi RMB Capital sold 60,391 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.92M.
  • Schwab US Mid-Cap ETF made up 0.44% of Curi RMB Capital's portfolio in Q1 2026, its #59 holding.
  • Curi RMB Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 18 quarters since.
  • Curi RMB Capital's Schwab US Mid-Cap ETF position peaked at $28.5M in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.