RAFFA WEALTH MANAGEMENT, LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$510K	Buy	13,838 +41	+0.3%	+$1.41K	0.06%	60
2026 Q1	$427K	Buy	13,797 +34	+0.2%	+$1.08K	0.07%	64
2025 Q4	$414K	Buy	13,763 +60	+0.4%	+$1.79K	0.06%	68
2025 Q3	$406K	Buy	13,703 +58	+0.4%	+$1.69K	0.07%	66
2025 Q2	$383K	Buy	13,645 +6,828	+100%	+$180K	0.08%	65
2025 Q1	$179K	Buy	6,817 +21	+0.3%	+$585	0.04%	84
2024 Q4	$188K	Buy	6,796 +28	+0.4%	+$798	0.04%	81
2024 Q3	$187K	Buy	6,768 +2,457	+57%	+$65.3K	0.05%	79
2024 Q2	$112K	Hold	4,311	–	–	0.03%	135
2024 Q1	$117K	Buy	4,311 +15	+0.3%	+$383	0.03%	129
2023 Q4	$108K	Buy	4,296 +18	+0.4%	+$412	0.03%	98
2023 Q3	$96.5K	Buy	4,278 +18	+0.4%	+$426	0.03%	94
2023 Q2	$101K	Buy	4,260 +18	+0.4%	+$406	0.03%	92
2023 Q1	$95.9K	Buy	4,242 +15	+0.4%	+$345	0.03%	101
2022 Q4	$92.4K	Buy	4,227 +21	+0.5%	+$460	0.04%	94
2022 Q3	$84.9K	Buy	4,206 +18	+0.4%	+$402	0.04%	98
2022 Q2	$87.5K	Buy	4,188 +21	+0.5%	+$485	0.04%	95
2022 Q1	$105K	Buy	4,167 +12	+0.3%	+$301	0.04%	87
2021 Q4	$111K	Buy	4,155 +15	+0.4%	+$400	0.04%	87
2021 Q3	$106K	Buy	+4,140	New	+$108K	0.04%	68

Other funds holding SCHM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCHM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.3% in Q2 2026, buying an estimated $1.41K and bringing the position to 13,838 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #60.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHM in Q3 2021 and has held it in 20 quarters since. 436 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 13,838 shares of Schwab US Mid-Cap ETF worth $510K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 41 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.41K.
Schwab US Mid-Cap ETF made up 0.06% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #60 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
436 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.