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Range Advisory, LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Range Advisory, LLC’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 		$10.8M Buy
293,784
+101,396
+53% +$3.49M 1.29% 14
2026
Q1 		$5.96M Buy
192,388
+59,300
+45% +$1.89M 1.1% 20
2025
Q4 		$4M Buy
+133,088
New +$3.97M 1.03% 22

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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

Range Advisory, LLC's SCHM Position: Q2 2026 in Review

Range Advisory, LLC increased its Schwab US Mid-Cap ETF (SCHM) stake by 53% in Q2 2026, buying an estimated $3.49M and bringing the position to 293,784 shares worth $10.8M. The position accounts for 1.29% of the portfolio, ranked #14.

Range Advisory, LLC first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Range Advisory, LLC held 293,784 shares of Schwab US Mid-Cap ETF worth $10.8M as of Q2 2026.
  • Range Advisory, LLC bought 101,396 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.49M.
  • Schwab US Mid-Cap ETF made up 1.29% of Range Advisory, LLC's portfolio in Q2 2026, its #14 holding.
  • Range Advisory, LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.