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D.B. Root & Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

D.B. Root & Company’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 		$429K Buy
13,841
+3,569
+35% +$114K 0.1% 129
2025
Q4 		$309K Sell
10,272
-12,145
-54% -$362K 0.08% 150
2025
Q3 		$664K Sell
22,417
-35,674
-61% -$1.04M 0.17% 86
2025
Q2 		$1.63M Sell
58,091
-9,385
-14% -$248K 0.48% 34
2025
Q1 		$1.77M Sell
67,476
-12,768
-16% -$356K 0.57% 32
2024
Q4 		$2.22M Buy
80,244
+26,202
+48% +$747K 0.71% 29
2024
Q3 		$1.5M Buy
54,042
+33,324
+161% +$886K 0.49% 36
2024
Q2 		$538K Buy
20,718
+2,436
+13% +$63.7K 0.18% 98
2024
Q1 		$496K Buy
18,282
+2,094
+13% +$53.4K 0.17% 111
2023
Q4 		$406K Sell
16,188
-885
-5% -$20.3K 0.15% 124
2023
Q3 		$385K Buy
17,073
+15
+0.1% +$355 0.15% 124
2023
Q2 		$404K Sell
17,058
-36
-0.2% -$811 0.15% 126
2023
Q1 		$387K Buy
17,094
+48
+0.3% +$1.1K 0.15% 126
2022
Q4 		$373K Sell
17,046
-282
-2% -$6.18K 0.16% 123
2022
Q3 		$349K Sell
17,328
-63
-0.4% -$1.41K 0.16% 122
2022
Q2 		$363K Sell
17,391
-105
-0.6% -$2.42K 0.16% 129
2022
Q1 		$442K Buy
17,496
+153
+0.9% +$3.83K 0.16% 130
2021
Q4 		$465K Buy
17,343
+84
+0.5% +$2.24K 0.17% 135
2021
Q3 		$441K Buy
17,259
+15
+0.1% +$392 0.17% 142
2021
Q2 		$449K Buy
17,244
+12
+0.1% +$310 0.17% 149
2021
Q1 		$427K Buy
17,232
+6
+0% +$146 0.17% 154
2020
Q4 		$391K Sell
17,226
-3,060
-15% -$63.8K 0.16% 156
2020
Q3 		$375K Sell
20,286
-5,175
-20% -$95.9K 0.15% 156
2020
Q2 		$446K Sell
25,461
-6,867
-21% -$112K 0.19% 126
2020
Q1 		$454K Sell
32,328
-5,046
-14% -$92.4K 0.23% 110
2019
Q4 		$749K Sell
37,374
-348
-0.9% -$6.74K 0.33% 88
2019
Q3 		$710K Buy
37,722
+27
+0.1% +$510 0.33% 94
2019
Q2 		$717K Sell
37,695
-6,522
-15% -$122K 0.32% 92
2019
Q1 		$816K Buy
44,217
+1,470
+3% +$26.3K 0.35% 85
2018
Q4 		$683K Buy
42,747
+32,193
+305% +$562K 0.34% 89
2018
Q3 		$203K Buy
+10,554
New +$201K 0.09% 203

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

D.B. Root & Company's SCHM Position: Q1 2026 in Review

D.B. Root & Company increased its Schwab US Mid-Cap ETF (SCHM) stake by 35% in Q1 2026, buying an estimated $114K and bringing the position to 13,841 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #129.

D.B. Root & Company first reported a position in SCHM in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.22M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • D.B. Root & Company held 13,841 shares of Schwab US Mid-Cap ETF worth $429K as of Q1 2026.
  • D.B. Root & Company bought 3,569 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $114K.
  • Schwab US Mid-Cap ETF made up 0.1% of D.B. Root & Company's portfolio in Q1 2026, its #129 holding.
  • D.B. Root & Company first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • D.B. Root & Company's Schwab US Mid-Cap ETF position peaked at $2.22M in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.