Red Mountain Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Red Mountain Financial’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	$1.13M	Buy	30,547 +2,194	+8%	+$75.5K	0.94%	28
2026 Q1	$878K	Buy	28,353 +780	+3%	+$24.8K	0.83%	30
2025 Q4	$829K	Buy	27,573 +1,007	+4%	+$30K	0.81%	33
2025 Q3	$787K	Sell	26,566 -251	-0.9%	-$7.31K	0.8%	33
2025 Q2	$752K	Sell	26,817 -135	-0.5%	-$3.56K	0.84%	32
2025 Q1	$706K	Sell	26,952 -254	-0.9%	-$7.07K	0.86%	30
2024 Q4	$754K	Sell	27,206 -2,920	-10%	-$83.2K	0.81%	30
2024 Q3	$834K	Buy	30,126 +9	+0%	+$239	0.89%	30
2024 Q2	$781K	Buy	+30,117	New	+$788K	0.94%	30
2023 Q4	$784K	Buy	+31,245	New	+$716K	1.21%	26

Other funds holding SCHM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Red Mountain Financial's SCHM Position: Q2 2026 in Review

Red Mountain Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 7.7% in Q2 2026, buying an estimated $75.5K and bringing the position to 30,547 shares worth $1.13M. The position accounts for 0.94% of the portfolio, ranked #28.

Red Mountain Financial first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Red Mountain Financial held 30,547 shares of Schwab US Mid-Cap ETF worth $1.13M as of Q2 2026.
Red Mountain Financial bought 2,194 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $75.5K.
Schwab US Mid-Cap ETF made up 0.94% of Red Mountain Financial's portfolio in Q2 2026, its #28 holding.
Red Mountain Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.