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

Victrix Investment 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	–	Sell	-213,732	Closed	-$6.62M	–	97
2026 Q1	$6.62M	Buy	213,732 +10,913	+5%	+$347K	2.4%	11
2025 Q4	$6.1M	Buy	+202,819	New	+$6.05M	2.36%	9
2025 Q3	–	Sell	-183,852	Closed	-$5.16M	–	93
2025 Q2	$5.16M	Sell	183,852 -2,639	-1%	-$69.6K	2.28%	12
2025 Q1	$4.74M	Buy	+186,491	New	+$5.19M	2.49%	10

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Victrix Investment Advisors's SCHM Position: Q2 2026 in Review

Victrix Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 213,732 shares — an estimated $6.62M sold.

Victrix Investment Advisors first reported a position in SCHM in Q1 2025 and held it in 4 quarters. The position peaked at $6.62M in Q1 2026. 493 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Victrix Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Victrix Investment Advisors sold 213,732 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $6.62M.
Victrix Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and held it in 4 quarters.
Victrix Investment Advisors's Schwab US Mid-Cap ETF position peaked at $6.62M in Q1 2026.
493 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.