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

Ritholtz 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	$527K	Hold	14,297	–	–	0.01%	841
2026 Q1	$443K	Buy	14,297 +105	+0.7%	+$3.34K	0.01%	832
2025 Q4	$427K	Buy	+14,192	New	+$423K	0.01%	769
2023 Q3	–	Sell	-8,826	Closed	-$209K	–	739
2023 Q2	$209K	Buy	+8,826	New	+$199K	0.01%	616
2020 Q1	–	Sell	-10,608	Closed	-$213K	–	201
2019 Q4	$213K	Sell	10,608 -420	-4%	-$8.13K	0.03%	134
2019 Q3	$208K	Buy	+11,028	New	+$208K	0.03%	124

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

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

Ritholtz Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 14,297 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #841.

Ritholtz Wealth Management first reported a position in SCHM in Q3 2019 and has held it in 6 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Ritholtz Wealth Management held 14,297 shares of Schwab US Mid-Cap ETF worth $527K as of Q2 2026.
Ritholtz Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #841 holding.
Ritholtz Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 6 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.