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Foster Victor Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Foster Victor Wealth Advisors’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 		$3.79M Buy
+106,670
New +$3.67M 0.2% 110
2025
Q1 		– Sell
-127,427
Closed -$3.67M – 205
2024
Q4 		$3.67M Sell
127,427
-10,189
-7% -$290K 0.28% 95
2024
Q3 		$3.81M Buy
+137,616
New +$3.66M 0.31% 95
2024
Q2 		– Sell
-140,862
Closed -$3.71M – 196
2024
Q1 		$3.71M Sell
140,862
-8,046
-5% -$205K 0.34% 80
2023
Q4 		$3.7M Buy
+148,908
New +$3.41M 0.38% 77
2023
Q1 		– Sell
-9,018
Closed -$202K – 173
2022
Q4 		$202K Buy
+9,018
New +$198K 0.03% 150
2022
Q1 		– Sell
-154,755
Closed -$4.08M – 150
2021
Q4 		$4.08M Buy
154,755
+21,759
+16% +$580K 0.56% 63
2021
Q3 		$3.4M Buy
132,996
+14,601
+12% +$381K 0.54% 61
2021
Q2 		$3.09M Buy
118,395
+18,531
+19% +$479K 0.52% 62
2021
Q1 		$2.55M Buy
99,864
+5,325
+6% +$129K 0.47% 63
2020
Q4 		$2.15M Buy
94,539
+525
+0.6% +$10.9K 0.49% 49
2020
Q3 		$1.74M Buy
+94,014
New +$1.74M 0.47% 53
2020
Q2 		– Sell
-249,141
Closed -$3.64M – 130
2020
Q1 		$3.64M Buy
249,141
+1,932
+0.8% +$35.4K 1.6% 21
2019
Q4 		$4.96M Sell
247,209
-27,678
-10% -$536K 2.15% 5
2019
Q3 		$5.09M Buy
274,887
+55,530
+25% +$1.05M 2.83% 5
2019
Q2 		$4.2M Buy
219,357
+42,075
+24% +$787K 3.08% 5
2019
Q1 		$3.27M Buy
+177,282
New +$3.17M 2.55% 6

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Financial Engines Advisors
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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 $104B AUM 28.3% 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

Foster Victor Wealth Advisors's SCHM Position: Q2 2026 in Review

Foster Victor Wealth Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 106,670 shares worth $3.79M. The stake represents 0.2% of the portfolio and ranks #110 among its holdings. This is a return to the name: Foster Victor Wealth Advisors previously reported a position in SCHM as recently as Q4 2024.

Foster Victor Wealth Advisors first reported a position in SCHM in Q1 2019 and has held it in 17 quarters since. The position peaked at $5.09M in Q3 2019. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Foster Victor Wealth Advisors held 106,670 shares of Schwab US Mid-Cap ETF worth $3.79M as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Foster Victor Wealth Advisors position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.2% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Foster Victor Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 17 quarters since.
  • Foster Victor Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $5.09M in Q3 2019.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.