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

Revisor 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	$261K	Buy	7,084 +4	+0.1%	+$138	0.06%	313
2026 Q1	$219K	Buy	7,080 +438	+7%	+$13.9K	0.06%	303
2025 Q4	$214K	Buy	+6,642	New	+$198K	0.06%	304
2025 Q3	–	Sell	-7,511	Closed	-$217K	–	284
2025 Q2	$217K	Buy	+7,511	New	+$198K	0.08%	253
2024 Q1	–	Sell	-8,583	Closed	-$215K	–	200
2023 Q4	$215K	Buy	+8,583	New	+$197K	0.25%	129
2023 Q3	–	Sell	-13,950	Closed	-$330K	–	171
2023 Q2	$330K	Buy	13,950 +3	+0%	+$68	0.3%	90
2023 Q1	$315K	Buy	+13,947	New	+$321K	0.29%	87

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

Revisor Wealth Management's SCHM Position: Q2 2026 in Review

Revisor Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.06% in Q2 2026, buying an estimated $138 and bringing the position to 7,084 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #313.

Revisor Wealth Management first reported a position in SCHM in Q1 2023 and has held it in 7 quarters since. The position peaked at $330K in Q2 2023. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Revisor Wealth Management held 7,084 shares of Schwab US Mid-Cap ETF worth $261K as of Q2 2026.
Revisor Wealth Management bought 4 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $138.
Schwab US Mid-Cap ETF made up 0.06% of Revisor Wealth Management's portfolio in Q2 2026, its #313 holding.
Revisor Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 7 quarters since.
Revisor Wealth Management's Schwab US Mid-Cap ETF position peaked at $330K in Q2 2023.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.