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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
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

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Creative Planning
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Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vise Technologies's SCHM Position: Q1 2026 in Review

Vise Technologies held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 93,195 shares worth $2.8M. The position accounts for 0.06% of the portfolio, ranked #276.

Vise Technologies first reported a position in SCHM in Q4 2024 and has held it in 5 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Vise Technologies held 93,195 shares of Schwab US Mid-Cap ETF worth $2.8M as of Q1 2026.
  • Vise Technologies left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.06% of Vise Technologies's portfolio in Q1 2026, its #276 holding.
  • Vise Technologies first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.