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

VestGen 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
Q2 		$255K Sell
6,910
-5,400
-44% -$186K 0.01% 924
2026
Q1 		$425K Buy
12,310
+354
+3% +$11.3K 0.01% 710
2025
Q4 		$360K Buy
11,956
+1,250
+12% +$37.3K 0.02% 553
2025
Q3 		$317K Buy
+10,706
New +$312K 0.01% 585

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 $104B AUM 28.3% 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

VestGen Advisors's SCHM Position: Q2 2026 in Review

VestGen Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 44% in Q2 2026, selling an estimated $186K and leaving 6,910 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #924.

VestGen Advisors first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $425K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • VestGen Advisors held 6,910 shares of Schwab US Mid-Cap ETF worth $255K as of Q2 2026.
  • VestGen Advisors sold 5,400 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $186K.
  • Schwab US Mid-Cap ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #924 holding.
  • VestGen Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Schwab US Mid-Cap ETF position peaked at $425K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.