Rede Wealth
SCHM icon

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
Q3 		$974K Sell
28,630
-959
-3% -$34K 0.32% 31
2026
Q2 		$1.09M Buy
29,589
+2,951
+11% +$102K 0.36% 29
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

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
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Rede Wealth's SCHM Position: Q3 2026 in Review

Rede Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.2% in Q3 2026, selling an estimated $34K and leaving 28,630 shares worth $974K. The position accounts for 0.32% of the portfolio, ranked #31.

Rede Wealth first reported a position in SCHM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.63M in Q1 2023. 354 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Rede Wealth held 28,630 shares of Schwab US Mid-Cap ETF worth $974K as of Q3 2026.
  • Rede Wealth sold 959 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $34K.
  • Schwab US Mid-Cap ETF made up 0.32% of Rede Wealth's portfolio in Q3 2026, its #31 holding.
  • Rede Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Rede Wealth's Schwab US Mid-Cap ETF position peaked at $1.63M in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.