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

Envision 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	$3.3M	Sell	89,605 -8,102	-8%	-$279K	1.52%	17
2026 Q1	$3.03M	Sell	97,707 -17,227	-15%	-$549K	1.63%	17
2025 Q4	$3.46M	Sell	114,934 -12,052	-9%	-$359K	1.83%	15
2025 Q3	$3.76M	Sell	126,986 -2,753	-2%	-$80.1K	2.16%	13
2025 Q2	$3.64M	Sell	129,739 -3,043	-2%	-$80.3K	2.43%	12
2025 Q1	$3.48M	Sell	132,782 -10,416	-7%	-$290K	2.62%	13
2024 Q4	$3.97M	Buy	+143,198	New	+$4.08M	3.18%	9

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Envision Financial's SCHM Position: Q2 2026 in Review

Envision Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.3% in Q2 2026, selling an estimated $279K and leaving 89,605 shares worth $3.3M. The position accounts for 1.52% of the portfolio, ranked #17.

Envision Financial first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.97M in Q4 2024. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Envision Financial held 89,605 shares of Schwab US Mid-Cap ETF worth $3.3M as of Q2 2026.
Envision Financial sold 8,102 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $279K.
Schwab US Mid-Cap ETF made up 1.52% of Envision Financial's portfolio in Q2 2026, its #17 holding.
Envision Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Envision Financial's Schwab US Mid-Cap ETF position peaked at $3.97M in Q4 2024.
211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.