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RWA Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

RWA Wealth Partners’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 		$1.71M Buy
46,379
+950
+2% +$32.7K 0.02% 287
2026
Q1 		$1.41M Buy
45,429
+5
+0% +$159 0.02% 301
2025
Q4 		$1.37M Buy
45,424
+11,027
+32% +$329K 0.01% 310
2025
Q3 		$1.02M Buy
34,397
+8
+0% +$233 0.01% 347
2025
Q2 		$965K Sell
34,389
-2,994
-8% -$79K 0.01% 334
2025
Q1 		$979K Sell
37,383
-939
-2% -$26.1K 0.01% 326
2024
Q4 		$1.06M Sell
38,322
-174
-0.5% -$4.96K 0.01% 314
2024
Q3 		$1.07M Buy
38,496
+1,245
+3% +$33.1K 0.01% 317
2024
Q2 		$966K Sell
37,251
-300
-0.8% -$7.85K 0.01% 305
2024
Q1 		$1.02M Buy
37,551
+3
+0% +$77 0.01% 301
2023
Q4 		$943K Buy
37,548
+99
+0.3% +$2.27K 0.01% 297
2023
Q3 		$845K Buy
37,449
+6
+0% +$142 0.02% 208
2023
Q2 		$887K Buy
+37,443
New +$844K 0.02% 177
2018
Q4 		– Sell
-12,465
Closed -$240K – 241
2018
Q3 		$240K Buy
12,465
+3,267
+36% +$62.2K 0.03% 205
2018
Q2 		$168K Sell
9,198
-360
-4% -$6.51K 0.02% 248
2018
Q1 		$168K Buy
+9,558
New +$172K 0.02% 209
2017
Q4 		– Sell
-13,872
Closed -$232K – 253
2017
Q3 		$232K Buy
13,872
+483
+4% +$7.85K 0.03% 212
2017
Q2 		$215K Buy
13,389
+30
+0.2% +$477 0.03% 177
2017
Q1 		$211K Buy
+13,359
New +$208K 0.03% 175

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

RWA Wealth Partners's SCHM Position: Q2 2026 in Review

RWA Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q2 2026, buying an estimated $32.7K and bringing the position to 46,379 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #287.

RWA Wealth Partners first reported a position in SCHM in Q1 2017 and has held it in 19 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • RWA Wealth Partners held 46,379 shares of Schwab US Mid-Cap ETF worth $1.71M as of Q2 2026.
  • RWA Wealth Partners bought 950 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $32.7K.
  • Schwab US Mid-Cap ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #287 holding.
  • RWA Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 19 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.