RBA Wealth Management
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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
Q3 		$365K Buy
10,736
+6
+0.1% +$212 0.12% 80
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% +$4.94K 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% -$9.34K 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% +$9.6K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RBA Wealth Management's SCHM Position: Q3 2026 in Review

RBA Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.06% in Q3 2026, buying an estimated $212 and bringing the position to 10,736 shares worth $365K. The position accounts for 0.12% of the portfolio, ranked #80.

RBA Wealth Management first reported a position in SCHM in Q1 2019 and has held it in 27 quarters since. The position peaked at $417K in Q4 2025. 961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • RBA Wealth Management held 10,736 shares of Schwab US Mid-Cap ETF worth $365K as of Q3 2026.
  • RBA Wealth Management bought 6 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $212.
  • Schwab US Mid-Cap ETF made up 0.12% of RBA Wealth Management's portfolio in Q3 2026, its #80 holding.
  • RBA Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 27 quarters since.
  • RBA Wealth Management's Schwab US Mid-Cap ETF position peaked at $417K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.