FVIM
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Fort Vancouver Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fort Vancouver Investment Management’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 		$401K Sell
10,887
-286
-3% -$9.84K 0.19% 26
2026
Q1 		$346K Hold
11,173
– – 0.18% 26
2025
Q4 		$336K Sell
11,173
-3,020
-21% -$90K 0.18% 26
2025
Q3 		$421K Hold
14,193
– – 0.23% 24
2025
Q2 		$398K Buy
+14,193
New +$374K 0.27% 24

Other funds holding SCHM

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
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

Fort Vancouver Investment Management's SCHM Position: Q2 2026 in Review

Fort Vancouver Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.6% in Q2 2026, selling an estimated $9.84K and leaving 10,887 shares worth $401K. The position accounts for 0.19% of the portfolio, ranked #26.

Fort Vancouver Investment Management first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $421K in Q3 2025. 568 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Fort Vancouver Investment Management held 10,887 shares of Schwab US Mid-Cap ETF worth $401K as of Q2 2026.
  • Fort Vancouver Investment Management sold 286 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $9.84K.
  • Schwab US Mid-Cap ETF made up 0.19% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #26 holding.
  • Fort Vancouver Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Fort Vancouver Investment Management's Schwab US Mid-Cap ETF position peaked at $421K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.