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 Q2	$1.37M	Buy	37,126 +121	+0.3%	+$4.17K	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

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RMR Wealth Builders's SCHM Position: Q2 2026 in Review

RMR Wealth Builders increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.33% in Q2 2026, buying an estimated $4.17K and bringing the position to 37,126 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #110.

RMR Wealth Builders first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 409 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

RMR Wealth Builders held 37,126 shares of Schwab US Mid-Cap ETF worth $1.37M as of Q2 2026.
RMR Wealth Builders bought 121 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $4.17K.
Schwab US Mid-Cap ETF made up 0.09% of RMR Wealth Builders's portfolio in Q2 2026, its #110 holding.
RMR Wealth Builders first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
409 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.