RWM
SCHM icon

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

RKL 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
Q1 		$21.5M Sell
695,554
-65,446
-9% -$2.08M 1.94% 11
2025
Q4 		$22.9M Sell
761,000
-764
-0.1% -$22.8K 1.88% 13
2025
Q3 		$22.6M Sell
761,764
-69,784
-8% -$2.03M 1.92% 12
2025
Q2 		$23.3M Sell
831,548
-68,917
-8% -$1.82M 2.05% 10
2025
Q1 		$23.6M Sell
900,465
-570,375
-39% -$15.9M 2.22% 8
2024
Q4 		$40.8M Sell
1,470,840
-247,977
-14% -$7.07M 3.63% 6
2024
Q3 		$47.6M Sell
1,718,817
-52,629
-3% -$1.4M 4.31% 5
2024
Q2 		$46M Buy
1,771,446
+240
+0% +$6.28K 4.43% 5
2024
Q1 		$48.1M Buy
1,771,206
+9,573
+0.5% +$244K 4.76% 5
2023
Q4 		$44.2M Sell
1,761,633
-5,322
-0.3% -$122K 4.78% 5
2023
Q3 		$39.9M Buy
1,766,955
+8,760
+0.5% +$208K 4.88% 5
2023
Q2 		$41.6M Buy
1,758,195
+12,525
+0.7% +$282K 4.93% 5
2023
Q1 		$39.5M Buy
1,745,670
+1,068
+0.1% +$24.6K 4.99% 5
2022
Q4 		$38.2M Buy
1,744,602
+86,079
+5% +$1.89M 5.1% 5
2022
Q3 		$33.5M Buy
1,658,523
+17,574
+1% +$392K 4.82% 5
2022
Q2 		$34.3M Buy
1,640,949
+37,152
+2% +$857K 4.71% 4
2022
Q1 		$40.6M Buy
1,603,797
+25,026
+2% +$627K 4.87% 4
2021
Q4 		$42.3M Buy
1,578,771
+7,413
+0.5% +$198K 5.03% 4
2021
Q3 		$40.2M Buy
1,571,358
+14,325
+0.9% +$374K 5.1% 4
2021
Q2 		$40.6M Sell
1,557,033
-7,152
-0.5% -$185K 5.12% 4
2021
Q1 		$38.8M Sell
1,564,185
-26,508
-2% -$643K 5.2% 4
2020
Q4 		$36.2M Sell
1,590,693
-24,543
-2% -$512K 5.04% 4
2020
Q3 		$29.9M Buy
1,615,236
+6,975
+0.4% +$129K 4.75% 4
2020
Q2 		$28.2M Buy
1,608,261
+90,213
+6% +$1.47M 4.84% 4
2020
Q1 		$21.3M Buy
1,518,048
+120,312
+9% +$2.2M 4.46% 4
2019
Q4 		$28M Buy
1,397,736
+37,401
+3% +$724K 5.03% 4
2019
Q3 		$25.6M Sell
1,360,335
-41,697
-3% -$788K 4.87% 4
2019
Q2 		$26.7M Buy
1,402,032
+85,500
+6% +$1.6M 4.92% 4
2019
Q1 		$24.3M Buy
1,316,532
+120,324
+10% +$2.15M 4.76% 4
2018
Q4 		$19.1M Buy
1,196,208
+87,831
+8% +$1.53M 4.41% 5
2018
Q3 		$21.4M Buy
1,108,377
+84,588
+8% +$1.61M 4.54% 5
2018
Q2 		$18.7M Buy
1,023,789
+46,284
+5% +$837K 4.23% 5
2018
Q1 		$17.2M Buy
977,505
+68,286
+8% +$1.23M 4.08% 5
2017
Q4 		$16.1M Buy
909,219
+135,750
+18% +$2.34M 3.99% 3
2017
Q3 		$12.9M Buy
773,469
+100,326
+15% +$1.63M 3.63% 3
2017
Q2 		$10.8M Buy
673,143
+181,860
+37% +$2.89M 3.43% 3
2017
Q1 		$7.75M Buy
491,283
+225,123
+85% +$3.51M 3.12% 3
2016
Q4 		$4.01M Buy
266,160
+60,987
+30% +$892K 1.93% 24
2016
Q3 		$2.98M Sell
205,173
-7,968
-4% -$115K 1.5% 26
2016
Q2 		$3.02M Buy
213,141
+4,632
+2% +$63.8K 1.57% 26
2016
Q1 		$2.82M Sell
208,509
-14,379
-6% -$181K 1.62% 26
2015
Q4 		$2.98K Sell
222,888
-18,492
-8% -$251K 1.38% 25
2015
Q3 		$3.13M Buy
241,380
+14,130
+6% +$196K 1.97% 23
2015
Q2 		$3.23M Buy
227,250
+39,576
+21% +$573K 1.94% 24
2015
Q1 		$2.7M Buy
187,674
+20,025
+12% +$279K 1.63% 26
2014
Q4 		$2.27M Sell
167,649
-696
-0.4% -$9.17K 1.48% 26
2014
Q3 		$2.17M Buy
168,345
+1,473
+0.9% +$19.5K 1.52% 27
2014
Q2 		$2.24M Buy
166,872
+3,276
+2% +$42.2K 1.64% 27
2014
Q1 		$2.1M Buy
+163,596
New +$2.06M 1.59% 27

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RKL Wealth Management's SCHM Position: Q1 2026 in Review

RKL Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.6% in Q1 2026, selling an estimated $2.08M and leaving 695,554 shares worth $21.5M. The position accounts for 1.94% of the portfolio, ranked #11.

RKL Wealth Management first reported a position in SCHM in Q1 2014 and has held it in 49 quarters since. The position peaked at $48.1M in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • RKL Wealth Management held 695,554 shares of Schwab US Mid-Cap ETF worth $21.5M as of Q1 2026.
  • RKL Wealth Management sold 65,446 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.08M.
  • Schwab US Mid-Cap ETF made up 1.94% of RKL Wealth Management's portfolio in Q1 2026, its #11 holding.
  • RKL Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2014 and has held it in 49 quarters since.
  • RKL Wealth Management's Schwab US Mid-Cap ETF position peaked at $48.1M in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.