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Raffa Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Raffa 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 		$510K Buy
13,838
+41
+0.3% +$1.41K 0.06% 60
2026
Q1 		$427K Buy
13,797
+34
+0.2% +$1.08K 0.07% 64
2025
Q4 		$414K Buy
13,763
+60
+0.4% +$1.79K 0.06% 68
2025
Q3 		$406K Buy
13,703
+58
+0.4% +$1.69K 0.07% 66
2025
Q2 		$383K Buy
13,645
+6,828
+100% +$180K 0.08% 65
2025
Q1 		$179K Buy
6,817
+21
+0.3% +$585 0.04% 84
2024
Q4 		$188K Buy
6,796
+28
+0.4% +$798 0.04% 81
2024
Q3 		$187K Buy
6,768
+2,457
+57% +$65.3K 0.05% 79
2024
Q2 		$112K Hold
4,311
– – 0.03% 135
2024
Q1 		$117K Buy
4,311
+15
+0.3% +$383 0.03% 129
2023
Q4 		$108K Buy
4,296
+18
+0.4% +$412 0.03% 98
2023
Q3 		$96.5K Buy
4,278
+18
+0.4% +$426 0.03% 94
2023
Q2 		$101K Buy
4,260
+18
+0.4% +$406 0.03% 92
2023
Q1 		$95.9K Buy
4,242
+15
+0.4% +$345 0.03% 101
2022
Q4 		$92.4K Buy
4,227
+21
+0.5% +$460 0.04% 94
2022
Q3 		$84.9K Buy
4,206
+18
+0.4% +$402 0.04% 98
2022
Q2 		$87.5K Buy
4,188
+21
+0.5% +$485 0.04% 95
2022
Q1 		$105K Buy
4,167
+12
+0.3% +$301 0.04% 87
2021
Q4 		$111K Buy
4,155
+15
+0.4% +$400 0.04% 87
2021
Q3 		$106K Buy
+4,140
New +$108K 0.04% 68

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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 $103B AUM 28.65% 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

Raffa Wealth Management's SCHM Position: Q2 2026 in Review

Raffa Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.3% in Q2 2026, buying an estimated $1.41K and bringing the position to 13,838 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #60.

Raffa Wealth Management first reported a position in SCHM in Q3 2021 and has held it in 20 quarters since. 1,028 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Raffa Wealth Management held 13,838 shares of Schwab US Mid-Cap ETF worth $510K as of Q2 2026.
  • Raffa Wealth Management bought 41 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.41K.
  • Schwab US Mid-Cap ETF made up 0.06% of Raffa Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Raffa Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.