RMR Wealth Builders’s Schwab US Mid-Cap ETF SCHM Stock Holding History

RMR Wealth Builders’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 Q3	$1.27M	Buy	37,260 +134	+0.4%	+$4.74K	0.07%	112
2026 Q2	$1.37M	Buy	37,126 +121	+0.3%	+$4.16K	0.09%	110
2026 Q1	$1.15M	Sell	37,005 -43	-0.1%	-$1.37K	0.09%	109
2025 Q4	$1.11M	Buy	37,048 +126	+0.3%	+$3.76K	0.09%	111
2025 Q3	$1.09M	Sell	36,922 -1,327	-3%	-$38.6K	0.09%	102
2025 Q2	$1.07M	Buy	38,249 +5,437	+17%	+$143K	0.1%	107
2025 Q1	$860K	Buy	32,812 +1,039	+3%	+$28.9K	0.09%	114
2024 Q4	$880K	Buy	31,773 +15,750	+98%	+$449K	0.09%	118
2024 Q3	$444K	Buy	+16,023	New	+$426K	0.05%	166

Other funds holding SCHM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

RMR Wealth Builders's SCHM Position: Q3 2026 in Review

RMR Wealth Builders increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.36% in Q3 2026, buying an estimated $4.74K and bringing the position to 37,260 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #112.

RMR Wealth Builders first reported a position in SCHM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q2 2026. 696 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

RMR Wealth Builders held 37,260 shares of Schwab US Mid-Cap ETF worth $1.27M as of Q3 2026.
RMR Wealth Builders bought 134 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $4.74K.
Schwab US Mid-Cap ETF made up 0.07% of RMR Wealth Builders's portfolio in Q3 2026, its #112 holding.
RMR Wealth Builders first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 9 quarters since.
RMR Wealth Builders's Schwab US Mid-Cap ETF position peaked at $1.37M in Q2 2026.
696 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.