Vantage Financial Partners (Wisconsin)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$2.52M	Sell	83,970 -549	-0.6%	-$16.4K	0.51%	32
2025 Q3	$2.51M	Sell	84,519 -3,520	-4%	-$102K	0.53%	31
2025 Q2	$2.47M	Sell	88,039 -2,167	-2%	-$57.2K	0.57%	30
2025 Q1	$2.36M	Sell	90,206 -17,054	-16%	-$475K	0.59%	27
2024 Q4	$2.97M	Sell	107,260 -788	-0.7%	-$22.5K	0.74%	21
2024 Q3	$2.99M	Sell	108,048 -338,022	-76%	-$8.99M	0.74%	17
2024 Q2	$11.6M	Buy	446,070 +6,357	+1%	+$166K	3%	11
2024 Q1	$11.9M	Buy	439,713 +8,013	+2%	+$204K	3.21%	11
2023 Q4	$10.8M	Buy	431,700 +53,172	+14%	+$1.22M	3.18%	10
2023 Q3	$8.54M	Buy	378,528 +12,588	+3%	+$298K	3.36%	11
2023 Q2	$8.66M	Buy	365,940 +270	+0.1%	+$6.08K	3.24%	12
2023 Q1	$8.27M	Buy	+365,670	New	+$8.42M	3.29%	12

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SCHM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.65% in Q4 2025, selling an estimated $16.4K and leaving 83,970 shares worth $2.52M. The position accounts for 0.51% of the portfolio, ranked #32.

Vantage Financial Partners (Wisconsin) first reported a position in SCHM in Q1 2023 and has held it in 12 quarters since. The position peaked at $11.9M in Q1 2024. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 83,970 shares of Schwab US Mid-Cap ETF worth $2.52M as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 549 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $16.4K.
Schwab US Mid-Cap ETF made up 0.51% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #32 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
Vantage Financial Partners (Wisconsin)'s Schwab US Mid-Cap ETF position peaked at $11.9M in Q1 2024.
995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.