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Rockbridge Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rockbridge Investment 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
2025
Q4 		– Sell
-7,512
Closed -$223K – 141
2025
Q3 		$223K Hold
7,512
– – 0.02% 130
2025
Q2 		$211K Buy
+7,512
New +$198K 0.02% 132
2025
Q1 		– Sell
-7,566
Closed -$210K – 137
2024
Q4 		$210K Hold
7,566
– – 0.03% 128
2024
Q3 		$210K Buy
+7,566
New +$201K 0.03% 123
2024
Q2 		– Sell
-7,566
Closed -$205K – 123
2024
Q1 		$205K Hold
7,566
– – 0.03% 115
2023
Q4 		$190K Buy
+7,566
New +$173K 0.03% 119
2022
Q3 		– Sell
-5,172
Closed -$108K – 495
2022
Q2 		$108K Sell
5,172
-48,369
-90% -$1.12M 0.02% 148
2022
Q1 		$1.36M Buy
53,541
+5,187
+11% +$130K 0.21% 57
2021
Q4 		$1.3M Buy
48,354
+1,545
+3% +$41.2K 0.19% 62
2021
Q3 		$1.2M Sell
46,809
-930
-2% -$24.3K 0.2% 59
2021
Q2 		$1.25M Buy
47,739
+2,772
+6% +$71.6K 0.21% 58
2021
Q1 		$1.12M Buy
44,967
+1,068
+2% +$25.9K 0.21% 56
2020
Q4 		$998K Buy
43,899
+4,383
+11% +$91.4K 0.2% 57
2020
Q3 		$731K Hold
39,516
– – 0.17% 61
2020
Q2 		$693K Buy
+39,516
New +$644K 0.18% 63

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rockbridge Investment Management's SCHM Position: Q4 2025 in Review

Rockbridge Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 7,512 shares — an estimated $223K sold.

Rockbridge Investment Management first reported a position in SCHM in Q2 2020 and held it in 15 quarters. The position peaked at $1.36M in Q1 2022. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Rockbridge Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Rockbridge Investment Management sold 7,512 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $223K.
  • Rockbridge Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and held it in 15 quarters.
  • Rockbridge Investment Management's Schwab US Mid-Cap ETF position peaked at $1.36M in Q1 2022.
  • 995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Rockbridge Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.