Vanguard Personalized Indexing Management
SCHM icon

Vanguard Personalized Indexing Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Vanguard Personalized Indexing 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 		$1.31M Sell
35,433
-1,088
-3% -$37.4K 0.01% 839
2026
Q1 		$1.13M Sell
36,521
-2,926
-7% -$93.2K 0.01% 865
2025
Q4 		$1.19M Hold
39,447
– – 0.01% 829
2025
Q3 		$1.17M Buy
39,447
+2,400
+6% +$69.9K 0.01% 821
2025
Q2 		$1.04M Buy
37,047
+88
+0.2% +$2.32K 0.01% 857
2025
Q1 		$968K Buy
36,959
+6,915
+23% +$193K 0.01% 801
2024
Q4 		$833K Sell
30,044
-2,281
-7% -$65K 0.01% 862
2024
Q3 		$895K Sell
32,325
-2,304
-7% -$61.3K 0.01% 820
2024
Q2 		$898K Buy
34,629
+3,393
+11% +$88.8K 0.02% 728
2024
Q1 		$848K Buy
31,236
+19,350
+163% +$494K 0.02% 742
2023
Q4 		$298K Sell
11,886
-384
-3% -$8.8K 0.01% 1228
2023
Q3 		$277K Hold
12,270
– – 0.01% 1148
2023
Q2 		$291K Hold
12,270
– – 0.01% 1152
2023
Q1 		$278K Buy
+12,270
New +$283K 0.01% 1152

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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 $103B AUM 28.65% 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

Vanguard Personalized Indexing Management's SCHM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3% in Q2 2026, selling an estimated $37.4K and leaving 35,433 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #839.

Vanguard Personalized Indexing Management first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 35,433 shares of Schwab US Mid-Cap ETF worth $1.31M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,088 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $37.4K.
  • Schwab US Mid-Cap ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #839 holding.
  • Vanguard Personalized Indexing Management first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.