Red Reef Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$765K Buy
20,736
+167
+0.8% +$5.75K 0.71% 53
2026
Q1
$637K Buy
20,569
+989
+5% +$31.5K 0.67% 61
2025
Q4
$589K Buy
+19,580
New +$584K 0.6% 65

Other funds holding SCHM

Red Reef Advisors's SCHM Position: Q2 2026 in Review

Red Reef Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.81% in Q2 2026, buying an estimated $5.75K and bringing the position to 20,736 shares worth $765K. The position accounts for 0.71% of the portfolio, ranked #53.

Red Reef Advisors first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Red Reef Advisors held 20,736 shares of Schwab US Mid-Cap ETF worth $765K as of Q2 2026.
  • Red Reef Advisors bought 167 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $5.75K.
  • Schwab US Mid-Cap ETF made up 0.71% of Red Reef Advisors's portfolio in Q2 2026, its #53 holding.
  • Red Reef Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.