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

Red Door 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	$2.77M	Sell	75,018 -373	-0.5%	-$12.8K	0.25%	67
2026 Q1	$2.33M	Sell	75,391 -4,884	-6%	-$156K	0.24%	79
2025 Q4	$2.41M	Buy	80,275 +2,123	+3%	+$63.3K	0.25%	74
2025 Q3	$2.32M	Sell	78,152 -3,784	-5%	-$110K	0.25%	73
2025 Q2	$2.3M	Sell	81,936 -500	-0.6%	-$13.2K	0.27%	69
2025 Q1	$2.16M	Sell	82,436 -1,823	-2%	-$50.8K	0.32%	65
2024 Q4	$2.33M	Buy	84,259 +10,708	+15%	+$305K	0.36%	60
2024 Q3	$2.04M	Sell	73,551 -3,549	-5%	-$94.4K	0.34%	64
2024 Q2	$2M	Sell	77,100 -7,353	-9%	-$192K	0.35%	60
2024 Q1	$2.29M	Sell	84,453 -7,995	-9%	-$204K	0.44%	56
2023 Q4	$2.32M	Sell	92,448 -14,049	-13%	-$322K	0.5%	53
2023 Q3	$2.4M	Sell	106,497 -8,022	-7%	-$190K	0.6%	48
2023 Q2	$2.71M	Sell	114,519 -34,344	-23%	-$774K	0.6%	49
2023 Q1	$3.37M	Sell	148,863 -60,273	-29%	-$1.39M	1.06%	36
2022 Q4	$4.57M	Buy	209,136 +12,114	+6%	+$265K	1.5%	22
2022 Q3	$3.98M	Sell	197,022 -1,197	-0.6%	-$26.7K	1.51%	20
2022 Q2	$4.14M	Buy	198,219 +1,650	+0.8%	+$38.1K	1.53%	22
2022 Q1	$4.97M	Buy	196,569 +7,959	+4%	+$199K	1.67%	15
2021 Q4	$5.06M	Buy	188,610 +4,872	+3%	+$130K	1.66%	13
2021 Q3	$4.7M	Buy	183,738 +7,353	+4%	+$192K	1.8%	10
2021 Q2	$4.6M	Buy	176,385 +27,996	+19%	+$723K	1.79%	10
2021 Q1	$3.69M	Buy	148,389 +11,946	+9%	+$290K	1.88%	14
2020 Q4	$3.1M	Sell	136,443 -321	-0.2%	-$6.69K	1.83%	14
2020 Q3	$2.53M	Sell	136,764 -2,985	-2%	-$55.3K	1.87%	13
2020 Q2	$2.45M	Sell	139,749 -25,398	-15%	-$414K	1.79%	13
2020 Q1	$2.32M	Buy	165,147 +15,366	+10%	+$281K	2.2%	9
2019 Q4	$3.04M	Buy	+149,781	New	+$2.9M	2.71%	7

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

SFG

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

Red Door Wealth Management's SCHM Position: Q2 2026 in Review

Red Door Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.49% in Q2 2026, selling an estimated $12.8K and leaving 75,018 shares worth $2.77M. The position accounts for 0.25% of the portfolio, ranked #67.

Red Door Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.06M in Q4 2021. 515 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Red Door Wealth Management held 75,018 shares of Schwab US Mid-Cap ETF worth $2.77M as of Q2 2026.
Red Door Wealth Management sold 373 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $12.8K.
Schwab US Mid-Cap ETF made up 0.25% of Red Door Wealth Management's portfolio in Q2 2026, its #67 holding.
Red Door Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Red Door Wealth Management's Schwab US Mid-Cap ETF position peaked at $5.06M in Q4 2021.
515 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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