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

Roxbury 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 		$49.8K Hold
1,350
– – 0.04% 199
2026
Q1 		$41.8K Sell
1,350
-24
-2% -$764 0.04% 204
2025
Q4 		$41.3K Hold
1,374
– – 0.04% 200
2025
Q3 		$40.7K Hold
1,374
– – 0.04% 197
2025
Q2 		$38.5K Buy
+1,374
New +$36.2K 0.04% 198

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Roxbury Financial's SCHM Position: Q2 2026 in Review

Roxbury Financial held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 1,350 shares worth $49.8K. The position accounts for 0.04% of the portfolio, ranked #199.

Roxbury Financial first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Roxbury Financial held 1,350 shares of Schwab US Mid-Cap ETF worth $49.8K as of Q2 2026.
  • Roxbury Financial left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.04% of Roxbury Financial's portfolio in Q2 2026, its #199 holding.
  • Roxbury Financial first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.