Ruggaard & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ruggaard & Associates’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 Q1	$589K	Sell	19,011 -200	-1%	-$6.37K	0.23%	61
2025 Q4	$578K	Sell	19,211 -1,300	-6%	-$38.8K	0.23%	59
2025 Q3	$608K	Sell	20,511 -308	-1%	-$8.97K	0.23%	58
2025 Q2	$584K	Sell	20,819 -627	-3%	-$16.5K	0.23%	57
2025 Q1	$562K	Sell	21,446 -350	-2%	-$9.75K	0.25%	54
2024 Q4	$604K	Sell	21,796 -806	-4%	-$23K	0.26%	48
2024 Q3	$626K	Hold	22,602	–	–	0.27%	50
2024 Q2	$586K	Hold	22,602	–	–	0.27%	54
2024 Q1	$613K	Sell	22,602 -549	-2%	-$14K	0.29%	48
2023 Q4	$581K	Sell	23,151 -330	-1%	-$7.56K	0.31%	50
2023 Q3	$530K	Sell	23,481 -1,041	-4%	-$24.7K	0.32%	49
2023 Q2	$581K	Sell	24,522 -870	-3%	-$19.6K	0.34%	44
2023 Q1	$574K	Buy	+25,392	New	+$585K	0.35%	41

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Ruggaard & Associates's SCHM Position: Q1 2026 in Review

Ruggaard & Associates reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1% in Q1 2026, selling an estimated $6.37K and leaving 19,011 shares worth $589K. The position accounts for 0.23% of the portfolio, ranked #61.

Ruggaard & Associates first reported a position in SCHM in Q1 2023 and has held it in 13 quarters since. The position peaked at $626K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Ruggaard & Associates held 19,011 shares of Schwab US Mid-Cap ETF worth $589K as of Q1 2026.
Ruggaard & Associates sold 200 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $6.37K.
Schwab US Mid-Cap ETF made up 0.23% of Ruggaard & Associates's portfolio in Q1 2026, its #61 holding.
Ruggaard & Associates first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's Schwab US Mid-Cap ETF position peaked at $626K in Q3 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.