Frank Rimerman Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Frank Rimerman Advisors’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	-13,134	Closed	-$395K	–	640
2025 Q4	$395K	Hold	13,134	–	–	0.03%	439
2025 Q3	$389K	Hold	13,134	–	–	0.03%	416
2025 Q2	$368K	Hold	13,134	–	–	0.02%	407
2025 Q1	$344K	Hold	13,134	–	–	0.03%	385
2024 Q4	$364K	Hold	13,134	–	–	0.03%	374
2024 Q3	$364K	Hold	13,134	–	–	0.03%	386
2024 Q2	$341K	Hold	13,134	–	–	0.02%	424
2024 Q1	$357K	Hold	13,134	–	–	0.07%	78
2023 Q4	$330K	Hold	13,134	–	–	0.07%	80
2023 Q3	$296K	Hold	13,134	–	–	0.07%	76
2023 Q2	$311K	Hold	13,134	–	–	0.07%	78
2023 Q1	$297K	Hold	13,134	–	–	0.08%	82
2022 Q4	$287K	Hold	13,134	–	–	0.09%	72
2022 Q3	$265K	Hold	13,134	–	–	0.1%	71
2022 Q2	$275K	Hold	13,134	–	–	0.1%	69
2022 Q1	$332K	Hold	13,134	–	–	0.11%	98
2021 Q4	$352K	Hold	13,134	–	–	0.12%	89
2021 Q3	$336K	Hold	13,134	–	–	0.13%	81
2021 Q2	$343K	Hold	13,134	–	–	0.13%	60
2021 Q1	$326K	Hold	13,134	–	–	0.14%	59
2020 Q4	$298K	Buy	+13,134	New	+$274K	0.14%	70

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Frank Rimerman Advisors's SCHM Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 13,134 shares — an estimated $395K sold.

Frank Rimerman Advisors first reported a position in SCHM in Q4 2020 and held it in 21 quarters. The position peaked at $395K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Frank Rimerman Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 13,134 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $395K.
Frank Rimerman Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 21 quarters.
Frank Rimerman Advisors's Schwab US Mid-Cap ETF position peaked at $395K in Q4 2025.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.