Vestment Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Vestment Financial’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	$565K	Sell	15,780 -1,061	-6%	-$36.5K	0.25%	31
2026 Q1	$571K	Sell	16,841 -1,063	-6%	-$33.8K	0.27%	31
2025 Q4	$567K	Sell	17,904 -1,485	-8%	-$44.3K	0.29%	30
2025 Q3	$580K	Sell	19,389 -2,130	-10%	-$62K	0.33%	28
2025 Q2	$612K	Sell	21,519 -675	-3%	-$17.8K	0.39%	26
2025 Q1	$586K	Sell	22,194 -2	-0%	-$56	0.42%	25
2024 Q4	$617K	Buy	+22,196	New	+$632K	0.47%	24

Other funds holding SCHM

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Vestment Financial's SCHM Position: Q2 2026 in Review

Vestment Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.3% in Q2 2026, selling an estimated $36.5K and leaving 15,780 shares worth $565K. The position accounts for 0.25% of the portfolio, ranked #31.

Vestment Financial first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $617K in Q4 2024. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Vestment Financial held 15,780 shares of Schwab US Mid-Cap ETF worth $565K as of Q2 2026.
Vestment Financial sold 1,061 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $36.5K.
Schwab US Mid-Cap ETF made up 0.25% of Vestment Financial's portfolio in Q2 2026, its #31 holding.
Vestment Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Vestment Financial's Schwab US Mid-Cap ETF position peaked at $617K in Q4 2024.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.