Rothschild Investment LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rothschild Investment LLC’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	$29.2K	Buy	791 +2	+0.3%	+$69	﹤0.01%	1421
2026 Q1	$24.4K	Buy	789 +2	+0.3%	+$64	﹤0.01%	1336
2025 Q4	$23.7K	Buy	787 +4	+0.5%	+$119	﹤0.01%	1266
2025 Q3	$23.2K	Buy	783 +3	+0.4%	+$87	﹤0.01%	1197
2025 Q2	$21.9K	Buy	780 +3	+0.4%	+$79	﹤0.01%	998
2025 Q1	$20.4K	Buy	777 +2	+0.3%	+$56	﹤0.01%	993
2024 Q4	$21.5K	Buy	775 +1	+0.1%	+$28	﹤0.01%	985
2024 Q3	$21.4K	Buy	774 +6	+0.8%	+$160	﹤0.01%	987
2024 Q2	$19.9K	Buy	+768	New	+$20.1K	﹤0.01%	971

Other funds holding SCHM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

Rothschild Investment LLC's SCHM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.25% in Q2 2026, buying an estimated $69 and bringing the position to 791 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Rothschild Investment LLC first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Rothschild Investment LLC held 791 shares of Schwab US Mid-Cap ETF worth $29.2K as of Q2 2026.
Rothschild Investment LLC bought 2 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $69.
Schwab US Mid-Cap ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1421 holding.
Rothschild Investment LLC first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.