Richardson Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Richardson Capital 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	$4.35M	Sell	117,984 -2,142	-2%	-$73.7K	1.86%	10
2026 Q1	$3.72M	Sell	120,126 -13,056	-10%	-$416K	1.8%	10
2025 Q4	$4M	Buy	133,182 +86	+0.1%	+$2.56K	2.01%	8
2025 Q3	$3.94M	Sell	133,096 -407,762	-75%	-$11.9M	1.88%	8
2025 Q2	$15.2M	Buy	540,858 +48,528	+10%	+$1.28M	7.96%	4
2025 Q1	$12.9M	Buy	492,330 +8,371	+2%	+$233K	8.04%	4
2024 Q4	$13.4M	Sell	483,959 -27,169	-5%	-$774K	8.53%	4
2024 Q3	$14.2M	Buy	511,128 +8,844	+2%	+$235K	9.89%	4
2024 Q2	$13M	Buy	502,284 +2,304	+0.5%	+$60.3K	10.03%	4
2024 Q1	$13.6M	Buy	499,980 +499,539	+113,274%	+$12.7M	11.09%	4
2023 Q4	$16M	Buy	+441	New	+$10.1K	15.57%	4

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Richardson Capital Management's SCHM Position: Q2 2026 in Review

Richardson Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q2 2026, selling an estimated $73.7K and leaving 117,984 shares worth $4.35M. The position accounts for 1.86% of the portfolio, ranked #10.

Richardson Capital Management first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $16M in Q4 2023. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Richardson Capital Management held 117,984 shares of Schwab US Mid-Cap ETF worth $4.35M as of Q2 2026.
Richardson Capital Management sold 2,142 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $73.7K.
Schwab US Mid-Cap ETF made up 1.86% of Richardson Capital Management's portfolio in Q2 2026, its #10 holding.
Richardson Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's Schwab US Mid-Cap ETF position peaked at $16M in Q4 2023.
211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.