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

RBA 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	$396K	Sell	10,730 -1,404	-12%	-$48.3K	0.15%	66
2026 Q1	$376K	Sell	12,134 -1,737	-13%	-$55.3K	0.14%	73
2025 Q4	$417K	Buy	13,871 +380	+3%	+$11.3K	0.14%	70
2025 Q3	$400K	Sell	13,491 -37	-0.3%	-$1.08K	0.14%	71
2025 Q2	$379K	Buy	13,528 +352	+3%	+$9.29K	0.14%	74
2025 Q1	$345K	Buy	13,176 +109	+0.8%	+$3.04K	0.14%	72
2024 Q4	$362K	Sell	13,067 -646	-5%	-$18.4K	0.14%	70
2024 Q3	$380K	Buy	13,713 +108	+0.8%	+$2.87K	0.15%	69
2024 Q2	$353K	Buy	13,605 +189	+1%	+$4.95K	0.14%	70
2024 Q1	$364K	Buy	13,416 +30	+0.2%	+$765	0.15%	68
2023 Q4	$336K	Sell	13,386 -15	-0.1%	-$344	0.15%	69
2023 Q3	$302K	Buy	13,401 +738	+6%	+$17.5K	0.15%	71
2023 Q2	$300K	Sell	12,663 -957	-7%	-$21.6K	0.14%	72
2023 Q1	$308K	Sell	13,620 -273	-2%	-$6.29K	0.15%	75
2022 Q4	$304K	Buy	13,893 +162	+1%	+$3.55K	0.16%	74
2022 Q3	$277K	Sell	13,731 -276	-2%	-$6.16K	0.16%	76
2022 Q2	$293K	Sell	14,007 -405	-3%	-$9.35K	0.16%	76
2022 Q1	$364K	Buy	14,412 +222	+2%	+$5.56K	0.17%	75
2021 Q4	$380K	Buy	+14,190	New	+$378K	0.18%	80
2021 Q1	–	Sell	-13,005	Closed	-$296K	–	255
2020 Q4	$296K	Sell	13,005 -375	-3%	-$7.82K	0.18%	87
2020 Q3	$247K	Buy	13,380 +516	+4%	+$9.56K	0.17%	94
2020 Q2	$226K	Buy	+12,864	New	+$210K	0.16%	95
2020 Q1	–	Sell	-11,034	Closed	-$222K	–	107
2019 Q4	$222K	Sell	11,034 -414	-4%	-$8.02K	0.15%	96
2019 Q3	$216K	Sell	11,448 -375	-3%	-$7.08K	0.16%	94
2019 Q2	$225K	Buy	11,823 +486	+4%	+$9.09K	0.17%	79
2019 Q1	$214K	Buy	+11,337	New	+$203K	0.17%	77

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

RBA Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q2 2026, selling an estimated $48.3K and leaving 10,730 shares worth $396K. The position accounts for 0.15% of the portfolio, ranked #66.

RBA Wealth Management first reported a position in SCHM in Q1 2019 and has held it in 26 quarters since. The position peaked at $417K in Q4 2025. 430 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

RBA Wealth Management held 10,730 shares of Schwab US Mid-Cap ETF worth $396K as of Q2 2026.
RBA Wealth Management sold 1,404 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $48.3K.
Schwab US Mid-Cap ETF made up 0.15% of RBA Wealth Management's portfolio in Q2 2026, its #66 holding.
RBA Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 26 quarters since.
RBA Wealth Management's Schwab US Mid-Cap ETF position peaked at $417K in Q4 2025.
430 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.