VVP
SCHM icon

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
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

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

Venture Visionary Partners's SCHM Position: Q2 2026 in Review

Venture Visionary Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.93% in Q2 2026, buying an estimated $20.7K and bringing the position to 65,448 shares worth $2.41M. The position accounts for 0.07% of the portfolio, ranked #223.

Venture Visionary Partners first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Venture Visionary Partners held 65,448 shares of Schwab US Mid-Cap ETF worth $2.41M as of Q2 2026.
  • Venture Visionary Partners bought 602 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $20.7K.
  • Schwab US Mid-Cap ETF made up 0.07% of Venture Visionary Partners's portfolio in Q2 2026, its #223 holding.
  • Venture Visionary Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.