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

Rede Wealth’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
Q1 		$825K Sell
26,638
-8,000
-23% -$255K 0.3% 40
2025
Q4 		$1.04M Buy
+34,638
New +$1.03M 0.36% 31
2025
Q3 		– Sell
-35,930
Closed -$1.01M – 167
2025
Q2 		$1.01M Buy
35,930
+3,002
+9% +$79.2K 0.36% 31
2025
Q1 		$863K Buy
32,928
+582
+2% +$16.2K 0.3% 33
2024
Q4 		$896K Sell
32,346
-942
-3% -$26.8K 0.34% 30
2024
Q3 		$922K Buy
33,288
+4,389
+15% +$117K 0.35% 31
2024
Q2 		$750K Sell
28,899
-2,349
-8% -$61.5K 0.69% 32
2024
Q1 		$848K Sell
31,248
-7,524
-19% -$192K 0.36% 32
2023
Q4 		$973K Sell
38,772
-32,094
-45% -$735K 0.46% 28
2023
Q3 		$1.6M Buy
70,866
+3,975
+6% +$94.2K 0.8% 17
2023
Q2 		$1.58M Sell
66,891
-5,055
-7% -$114K 0.75% 17
2023
Q1 		$1.63M Buy
71,946
+9,660
+16% +$222K 0.85% 16
2022
Q4 		$1.36M Buy
62,286
+23,157
+59% +$508K 0.73% 18
2022
Q3 		$789K Buy
39,129
+5,331
+16% +$119K 0.47% 26
2022
Q2 		$707K Buy
+33,798
New +$780K 0.41% 31

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rede Wealth's SCHM Position: Q1 2026 in Review

Rede Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 23% in Q1 2026, selling an estimated $255K and leaving 26,638 shares worth $825K. The position accounts for 0.3% of the portfolio, ranked #40.

Rede Wealth first reported a position in SCHM in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q1 2023. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Rede Wealth held 26,638 shares of Schwab US Mid-Cap ETF worth $825K as of Q1 2026.
  • Rede Wealth sold 8,000 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $255K.
  • Schwab US Mid-Cap ETF made up 0.3% of Rede Wealth's portfolio in Q1 2026, its #40 holding.
  • Rede Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 15 quarters since.
  • Rede Wealth's Schwab US Mid-Cap ETF position peaked at $1.63M in Q1 2023.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.