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Robbins Farley’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Robbins Farley’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 		$340K Buy
9,218
+683
+8% +$23.5K 0.13% 58
2026
Q1 		$264K Buy
8,535
+600
+8% +$19.1K 0.12% 61
2025
Q4 		$239K Buy
7,935
+660
+9% +$19.7K 0.11% 59
2025
Q3 		$216K Sell
7,275
-291
-4% -$8.47K 0.09% 60
2025
Q2 		$212K Buy
7,566
+301
+4% +$7.94K 0.1% 57
2025
Q1 		$190K Buy
7,265
+233
+3% +$6.49K 0.1% 58
2024
Q4 		$195K Sell
7,032
-753
-10% -$21.5K 0.09% 60
2024
Q3 		$216K Sell
7,785
-171
-2% -$4.55K 0.11% 62
2024
Q2 		$206K Buy
7,956
+237
+3% +$6.2K 0.11% 62
2024
Q1 		$210K Buy
7,719
+2,889
+60% +$73.7K 0.11% 66
2023
Q4 		$121K Buy
4,830
+126
+3% +$2.89K 0.07% 68
2023
Q3 		$106K Buy
4,704
+378
+9% +$8.96K 0.07% 67
2023
Q2 		$102K Sell
4,326
-96
-2% -$2.16K 0.07% 65
2023
Q1 		$100K Buy
+4,422
New +$102K 0.07% 65

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robbins Farley's SCHM Position: Q2 2026 in Review

Robbins Farley increased its Schwab US Mid-Cap ETF (SCHM) stake by 8% in Q2 2026, buying an estimated $23.5K and bringing the position to 9,218 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #58.

Robbins Farley first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Robbins Farley held 9,218 shares of Schwab US Mid-Cap ETF worth $340K as of Q2 2026.
  • Robbins Farley bought 683 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $23.5K.
  • Schwab US Mid-Cap ETF made up 0.13% of Robbins Farley's portfolio in Q2 2026, its #58 holding.
  • Robbins Farley first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Robbins Farley's 13F filing for Q2 2026, filed 23 Jul 2026.