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

Rossby 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 		$1.29K Sell
35
-742
-95% -$25.5K ﹤0.01% 1852
2026
Q1 		$24.3K Buy
777
+742
+2,120% +$23.6K 0.01% 940
2025
Q4 		$1.05K Hold
35
– – ﹤0.01% 1510
2025
Q3 		$1.04K Sell
35
-8
-19% -$233 ﹤0.01% 1275
2025
Q2 		$1.21K Sell
43
-117
-73% -$3.09K ﹤0.01% 1110
2025
Q1 		$4.06K Buy
+160
New +$4.46K ﹤0.01% 829

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

Rossby Financial's SCHM Position: Q2 2026 in Review

Rossby Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 95% in Q2 2026, selling an estimated $25.5K and leaving 35 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Rossby Financial first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.3K in Q1 2026. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Rossby Financial held 35 shares of Schwab US Mid-Cap ETF worth $1.29K as of Q2 2026.
  • Rossby Financial sold 742 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $25.5K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1852 holding.
  • Rossby Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Schwab US Mid-Cap ETF position peaked at $24.3K in Q1 2026.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.