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Vise Technologies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Vise Technologies’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 		$3.5M Buy
94,907
+1,712
+2% +$58.9K 0.04% 372
2026
Q1 		$2.8M Hold
93,195
– – 0.06% 276
2025
Q4 		$2.8M Buy
93,195
+59,068
+173% +$1.76M 0.05% 277
2025
Q3 		$1.01M Sell
34,127
-54,543
-62% -$1.59M 0.04% 425
2025
Q2 		$2.49M Buy
+88,670
New +$2.34M 0.1% 209
2024
Q4 		$894K Buy
+32,277
New +$920K 0.07% 288

Other funds holding SCHM

Financial Engines Advisors
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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

Vise Technologies's SCHM Position: Q2 2026 in Review

Vise Technologies increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q2 2026, buying an estimated $58.9K and bringing the position to 94,907 shares worth $3.5M. The position accounts for 0.04% of the portfolio, ranked #372.

Vise Technologies first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Vise Technologies held 94,907 shares of Schwab US Mid-Cap ETF worth $3.5M as of Q2 2026.
  • Vise Technologies bought 1,712 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $58.9K.
  • Schwab US Mid-Cap ETF made up 0.04% of Vise Technologies's portfolio in Q2 2026, its #372 holding.
  • Vise Technologies first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.