RBCM
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Raub Brock Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Raub Brock Capital 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 		$267K Sell
7,229
-4,768
-40% -$164K 0.07% 39
2026
Q1 		$371K Buy
11,997
+30
+0.3% +$955 0.09% 32
2025
Q4 		$360K Buy
11,967
+52
+0.4% +$1.55K 0.08% 33
2025
Q3 		$353K Buy
11,915
+50
+0.4% +$1.46K 0.08% 33
2025
Q2 		$333K Buy
11,865
+43
+0.4% +$1.13K 0.07% 34
2025
Q1 		$310K Buy
11,822
+73
+0.6% +$2.03K 0.07% 35
2024
Q4 		$326K Buy
11,749
+76
+0.7% +$2.17K 0.07% 35
2024
Q3 		$323K Buy
11,673
+12
+0.1% +$319 0.07% 35
2024
Q2 		$303K Hold
11,661
– – 0.07% 36
2024
Q1 		$317K Buy
11,661
+33
+0.3% +$842 0.07% 36
2023
Q4 		$292K Buy
11,628
+54
+0.5% +$1.24K 0.06% 61
2023
Q3 		$261K Buy
11,574
+84
+0.7% +$1.99K 0.05% 61
2023
Q2 		$272K Buy
11,490
+48
+0.4% +$1.08K 0.05% 61
2023
Q1 		$259K Sell
11,442
-141
-1% -$3.25K 0.05% 58
2022
Q4 		$253K Buy
11,583
+300
+3% +$6.58K 0.05% 58
2022
Q3 		$228K Buy
11,283
+99
+0.9% +$2.21K 0.05% 59
2022
Q2 		$234K Buy
11,184
+192
+2% +$4.43K 0.04% 61
2022
Q1 		$278K Buy
10,992
+459
+4% +$11.5K 0.05% 63
2021
Q4 		$269K Hold
10,533
– – 0.04% 55
2021
Q3 		$269K Buy
10,533
+171
+2% +$4.47K 0.04% 55
2021
Q2 		$270K Buy
10,362
+189
+2% +$4.88K 0.05% 43
2021
Q1 		$252K Buy
10,173
+60
+0.6% +$1.46K 0.04% 54
2020
Q4 		$230K Buy
+10,113
New +$211K 0.04% 55
2020
Q1 		– Sell
-11,601
Closed -$233K – 63
2019
Q4 		$233K Buy
11,601
+105
+0.9% +$2.03K 0.04% 57
2019
Q3 		$217K Sell
11,496
-297
-3% -$5.61K 0.04% 53
2019
Q2 		$224K Buy
11,793
+336
+3% +$6.29K 0.05% 49
2019
Q1 		$212K Buy
+11,457
New +$205K 0.04% 39
2018
Q4 		– Sell
-16,470
Closed -$318K – 44
2018
Q3 		$318K Buy
16,470
+204
+1% +$3.89K 0.07% 37
2018
Q2 		$298K Buy
16,266
+309
+2% +$5.59K 0.07% 37
2018
Q1 		$281K Buy
15,957
+411
+3% +$7.38K 0.07% 38
2017
Q4 		$276K Buy
+15,546
New +$268K 0.07% 38

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

Raub Brock Capital Management's SCHM Position: Q2 2026 in Review

Raub Brock Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 40% in Q2 2026, selling an estimated $164K and leaving 7,229 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #39.

Raub Brock Capital Management first reported a position in SCHM in Q4 2017 and has held it in 31 quarters since. The position peaked at $371K in Q1 2026. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Raub Brock Capital Management held 7,229 shares of Schwab US Mid-Cap ETF worth $267K as of Q2 2026.
  • Raub Brock Capital Management sold 4,768 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $164K.
  • Schwab US Mid-Cap ETF made up 0.07% of Raub Brock Capital Management's portfolio in Q2 2026, its #39 holding.
  • Raub Brock Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 31 quarters since.
  • Raub Brock Capital Management's Schwab US Mid-Cap ETF position peaked at $371K in Q1 2026.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Raub Brock Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.