Verdence Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Verdence Capital 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 Q1	$234K	Buy	7,555 +116	+2%	+$3.69K	0.01%	577
2025 Q4	$224K	Sell	7,439 -3,118	-30%	-$92.9K	0.01%	597
2025 Q3	$319K	Sell	10,557 -80	-0.8%	-$2.33K	0.02%	577
2025 Q2	$298K	Buy	10,637 +56	+0.5%	+$1.48K	0.02%	556
2025 Q1	$277K	Sell	10,581 -1,840	-15%	-$51.2K	0.02%	547
2024 Q4	$344K	Buy	12,421 +25	+0.2%	+$712	0.03%	465
2024 Q3	$343K	Buy	12,396 +1,422	+13%	+$37.8K	0.03%	481
2024 Q2	$285K	Hold	10,974	–	–	0.03%	492
2024 Q1	$298K	Buy	10,974 +99	+0.9%	+$2.52K	0.03%	483
2023 Q4	$273K	Buy	10,875 +3	+0%	+$69	0.03%	489
2023 Q3	$245K	Buy	+10,872	New	+$258K	0.03%	491

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

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

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

LWMT

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

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

Verdence Capital Advisors's SCHM Position: Q1 2026 in Review

Verdence Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.6% in Q1 2026, buying an estimated $3.69K and bringing the position to 7,555 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #577.

Verdence Capital Advisors first reported a position in SCHM in Q3 2023 and has held it in 11 quarters since. The position peaked at $344K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Verdence Capital Advisors held 7,555 shares of Schwab US Mid-Cap ETF worth $234K as of Q1 2026.
Verdence Capital Advisors bought 116 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.69K.
Schwab US Mid-Cap ETF made up 0.01% of Verdence Capital Advisors's portfolio in Q1 2026, its #577 holding.
Verdence Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Verdence Capital Advisors's Schwab US Mid-Cap ETF position peaked at $344K in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.