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Robinswood Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Robinswood Financial’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 		$288K Sell
7,813
-235
-3% -$8.09K 0.08% 64
2026
Q1 		$249K Buy
8,048
+1,652
+26% +$52.6K 0.08% 66
2025
Q4 		$192K Hold
6,396
– – 0.06% 77
2025
Q3 		$190K Buy
6,396
+5
+0.1% +$146 0.06% 76
2025
Q2 		$179K Buy
6,391
+4
+0.1% +$106 0.06% 79
2025
Q1 		$167K Hold
6,387
– – 0.06% 74
2024
Q4 		$177K Hold
6,387
– – 0.07% 70
2024
Q3 		$177K Buy
6,387
+309
+5% +$8.22K 0.07% 71
2024
Q2 		$158K Buy
+6,078
New +$159K 0.06% 73

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 $104B AUM 28.3% 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

Robinswood Financial's SCHM Position: Q2 2026 in Review

Robinswood Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q2 2026, selling an estimated $8.09K and leaving 7,813 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #64.

Robinswood Financial first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Robinswood Financial held 7,813 shares of Schwab US Mid-Cap ETF worth $288K as of Q2 2026.
  • Robinswood Financial sold 235 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $8.09K.
  • Schwab US Mid-Cap ETF made up 0.08% of Robinswood Financial's portfolio in Q2 2026, its #64 holding.
  • Robinswood Financial first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.