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 Q3	$2.4M	Sell	70,620 -18,985	-21%	-$672K	1.07%	19
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Envision Financial's SCHM Position: Q3 2026 in Review

Envision Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 21% in Q3 2026, selling an estimated $672K and leaving 70,620 shares worth $2.4M. The position accounts for 1.07% of the portfolio, ranked #19.

Envision Financial first reported a position in SCHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.97M in Q4 2024. 786 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Envision Financial held 70,620 shares of Schwab US Mid-Cap ETF worth $2.4M as of Q3 2026.
Envision Financial sold 18,985 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $672K.
Schwab US Mid-Cap ETF made up 1.07% of Envision Financial's portfolio in Q3 2026, its #19 holding.
Envision Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Envision Financial's Schwab US Mid-Cap ETF position peaked at $3.97M in Q4 2024.
786 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.