River Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

River Wealth Advisors’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 Q1	$2.8M	Sell	90,471 -3,627	-4%	-$115K	0.32%	68
2025 Q4	$2.83M	Sell	94,098 -404	-0.4%	-$12K	0.32%	67
2025 Q3	$2.8M	Buy	94,502 +4,558	+5%	+$133K	0.33%	68
2025 Q2	$2.52M	Sell	89,944 -451	-0.5%	-$11.9K	0.31%	69
2025 Q1	$2.37M	Sell	90,395 -3,877	-4%	-$108K	0.33%	68
2024 Q4	$2.61M	Sell	94,272 -2,145	-2%	-$61.1K	0.35%	68
2024 Q3	$2.67M	Sell	96,417 -2,520	-3%	-$67K	0.36%	71
2024 Q2	$2.57M	Sell	98,937 -636	-0.6%	-$16.6K	0.37%	67
2024 Q1	$2.7M	Sell	99,573 -792	-0.8%	-$20.2K	0.39%	67
2023 Q4	$2.52M	Sell	100,365 -3,762	-4%	-$86.2K	0.4%	69
2023 Q3	$2.35M	Sell	104,127 -2,097	-2%	-$49.7K	0.42%	66
2023 Q2	$2.52M	Buy	106,224 +513	+0.5%	+$11.6K	0.43%	67
2023 Q1	$2.39M	Sell	105,711 -1,332	-1%	-$30.7K	0.44%	69
2022 Q4	$2.34M	Buy	107,043 +255	+0.2%	+$5.59K	0.45%	67
2022 Q3	$2.15M	Sell	106,788 -2,856	-3%	-$63.7K	0.46%	64
2022 Q2	$2.29M	Sell	109,644 -5,190	-5%	-$120K	0.42%	69
2022 Q1	$2.9M	Sell	114,834 -372	-0.3%	-$9.32K	0.46%	64
2021 Q4	$3.09M	Sell	115,206 -2,817	-2%	-$75.1K	0.48%	63
2021 Q3	$3.02M	Sell	118,023 -2,100	-2%	-$54.9K	0.52%	56
2021 Q2	$3.13M	Sell	120,123 -348	-0.3%	-$8.99K	0.55%	54
2021 Q1	$2.99M	Sell	120,471 -6,648	-5%	-$161K	0.56%	56
2020 Q4	$2.89M	Sell	127,119 -2,085	-2%	-$43.5K	0.62%	49
2020 Q3	$2.39M	Sell	129,204 -2,661	-2%	-$49.3K	0.62%	51
2020 Q2	$2.31M	Sell	131,865 -2,967	-2%	-$48.4K	0.7%	45
2020 Q1	$1.9M	Sell	134,832 -32,604	-19%	-$597K	0.76%	40
2019 Q4	$3.36M	Buy	167,436 +10,014	+6%	+$194K	1.14%	28
2019 Q3	$2.97M	Buy	157,422 +11,382	+8%	+$215K	1.12%	27
2019 Q2	$2.78M	Buy	146,040 +12,555	+9%	+$235K	1.08%	27
2019 Q1	$2.46M	Sell	133,485 -3,927	-3%	-$70.2K	1.03%	30
2018 Q4	$2.19M	Sell	137,412 -4,704	-3%	-$82.2K	0.98%	30
2018 Q3	$2.74M	Sell	142,116 -954	-0.7%	-$18.2K	1.01%	31
2018 Q2	$2.62M	Sell	143,070 -780	-0.5%	-$14.1K	1.02%	32
2018 Q1	$2.54M	Buy	143,850 +5,472	+4%	+$98.3K	1.07%	33
2017 Q4	$2.46M	Buy	138,378 +1,896	+1%	+$32.7K	1.02%	33
2017 Q3	$2.28M	Buy	136,482 +3,012	+2%	+$49K	1.03%	33
2017 Q2	$2.14M	Buy	133,470 +12,567	+10%	+$200K	1%	34
2017 Q1	$1.91M	Buy	120,903 +24,483	+25%	+$382K	0.93%	38
2016 Q4	$1.45M	Buy	96,420 +21,150	+28%	+$309K	0.73%	51
2016 Q3	$1.09M	Buy	75,270 +22,581	+43%	+$327K	0.6%	63
2016 Q2	$738K	Buy	52,689 +20,826	+65%	+$287K	0.42%	84
2016 Q1	$431K	Buy	+31,863	New	+$402K	0.26%	109

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

River Wealth Advisors's SCHM Position: Q1 2026 in Review

River Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.9% in Q1 2026, selling an estimated $115K and leaving 90,471 shares worth $2.8M. The position accounts for 0.32% of the portfolio, ranked #68.

River Wealth Advisors first reported a position in SCHM in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.36M in Q4 2019. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

River Wealth Advisors held 90,471 shares of Schwab US Mid-Cap ETF worth $2.8M as of Q1 2026.
River Wealth Advisors sold 3,627 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $115K.
Schwab US Mid-Cap ETF made up 0.32% of River Wealth Advisors's portfolio in Q1 2026, its #68 holding.
River Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
River Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $3.36M in Q4 2019.
1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.