VVP
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Venture Visionary Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Venture Visionary Partners’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 		$2.27M Buy
66,587
+1,139
+2% +$40.3K 0.06% 232
2026
Q2 		$2.41M Buy
65,448
+602
+0.9% +$20.7K 0.07% 223
2026
Q1 		$2.01M Buy
64,846
+4
+0% +$127 0.07% 225
2025
Q4 		$1.95M Buy
64,842
+3,207
+5% +$95.6K 0.06% 229
2025
Q3 		$1.83M Sell
61,635
-37
-0.1% -$1.08K 0.06% 220
2025
Q2 		$1.73M Buy
61,672
+7
+0% +$185 0.06% 218
2025
Q1 		$1.62M Buy
61,665
+726
+1% +$20.2K 0.07% 222
2024
Q4 		$1.69M Sell
60,939
-849
-1% -$24.2K 0.07% 212
2024
Q3 		$1.71M Sell
61,788
-18
-0% -$479 0.07% 210
2024
Q2 		$1.6M Sell
61,806
-183
-0.3% -$4.79K 0.07% 219
2024
Q1 		$1.68M Sell
61,989
-660
-1% -$16.8K 0.08% 208
2023
Q4 		$1.57M Buy
62,649
+27,576
+79% +$632K 0.08% 202
2023
Q3 		$791K Buy
35,073
+1,071
+3% +$25.4K 0.05% 266
2023
Q2 		$805K Buy
34,002
+6
+0% +$135 0.05% 272
2023
Q1 		$769K Buy
33,996
+18
+0.1% +$415 0.05% 270
2022
Q4 		$743K Hold
33,978
– – 0.05% 256
2022
Q3 		$685K Buy
33,978
+75
+0.2% +$1.67K 0.06% 252
2022
Q2 		$709K Hold
33,903
– – 0.05% 243
2022
Q1 		$857K Hold
33,903
– – 0.06% 238
2021
Q4 		$908K Hold
33,903
– – 0.06% 238
2021
Q3 		$866K Buy
33,903
+24
+0.1% +$627 0.06% 234
2021
Q2 		$883K Buy
33,879
+822
+2% +$21.2K 0.07% 222
2021
Q1 		$820K Sell
33,057
-1,632
-5% -$39.6K 0.07% 223
2020
Q4 		$788K Buy
34,689
+759
+2% +$15.8K 0.09% 185
2020
Q3 		$627K Buy
33,930
+5,271
+18% +$97.6K 0.15% 93
2020
Q2 		$502K Sell
28,659
-7,965
-22% -$130K 0.15% 92
2020
Q1 		$514K Sell
36,624
-828
-2% -$15.2K 0.19% 78
2019
Q4 		$750K Buy
+37,452
New +$725K 0.23% 74

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Venture Visionary Partners's SCHM Position: Q3 2026 in Review

Venture Visionary Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q3 2026, buying an estimated $40.3K and bringing the position to 66,587 shares worth $2.27M. The position accounts for 0.06% of the portfolio, ranked #232.

Venture Visionary Partners first reported a position in SCHM in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.41M in Q2 2026. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Venture Visionary Partners held 66,587 shares of Schwab US Mid-Cap ETF worth $2.27M as of Q3 2026.
  • Venture Visionary Partners bought 1,139 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $40.3K.
  • Schwab US Mid-Cap ETF made up 0.06% of Venture Visionary Partners's portfolio in Q3 2026, its #232 holding.
  • Venture Visionary Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's Schwab US Mid-Cap ETF position peaked at $2.41M in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.