Romano Brothers & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Romano Brothers & Co’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	$387K	Hold	10,495	–	–	0.04%	266
2026 Q1	$325K	Hold	10,495	–	–	0.04%	276
2025 Q4	$316K	Sell	10,495 -93	-0.9%	-$2.77K	0.04%	275
2025 Q3	$314K	Buy	10,588 +93	+0.9%	+$2.71K	0.04%	276
2025 Q2	$294K	Buy	+10,495	New	+$277K	0.04%	270
2025 Q1	–	Sell	-7,500	Closed	-$208K	–	307
2024 Q4	$208K	Sell	7,500 -375	-5%	-$10.7K	0.03%	293
2024 Q3	$218K	Buy	+7,875	New	+$209K	0.03%	295

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Romano Brothers & Co's SCHM Position: Q2 2026 in Review

Romano Brothers & Co held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 10,495 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #266.

Romano Brothers & Co first reported a position in SCHM in Q3 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Romano Brothers & Co held 10,495 shares of Schwab US Mid-Cap ETF worth $387K as of Q2 2026.
Romano Brothers & Co left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #266 holding.
Romano Brothers & Co first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.