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Richards, Merrill & Peterson’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Richards, Merrill & Peterson’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 		$141K Hold
3,815
– – 0.04% 207
2026
Q1 		$118K Hold
3,815
– – 0.04% 203
2025
Q4 		$115K Hold
3,815
– – 0.04% 189
2025
Q3 		$113K Buy
3,815
+1,175
+45% +$34.2K 0.05% 175
2025
Q2 		$74.1K Hold
2,640
– – 0.04% 171
2025
Q1 		$69.2K Hold
2,640
– – 0.04% 220
2024
Q4 		$73.2K Buy
+2,640
New +$75.2K 0.04% 210

Other funds holding SCHM

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Richards, Merrill & Peterson's SCHM Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 3,815 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #207.

Richards, Merrill & Peterson first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Richards, Merrill & Peterson held 3,815 shares of Schwab US Mid-Cap ETF worth $141K as of Q2 2026.
  • Richards, Merrill & Peterson left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.04% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #207 holding.
  • Richards, Merrill & Peterson first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.