Vision Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Vision Capital Management’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	$1.67M	Sell	45,394 -14,120	-24%	-$486K	0.19%	71
2026 Q1	$1.84M	Hold	59,514	–	–	0.23%	63
2025 Q4	$1.79M	Sell	59,514 -1,728	-3%	-$51.5K	0.22%	66
2025 Q3	$1.82M	Sell	61,242 -3,849	-6%	-$112K	0.22%	64
2025 Q2	$1.83M	Sell	65,091 -68	-0.1%	-$1.79K	0.24%	63
2025 Q1	$1.71M	Sell	65,159 -2,370	-4%	-$66K	0.25%	62
2024 Q4	$1.87M	Sell	67,529 -250	-0.4%	-$7.12K	0.28%	60
2024 Q3	$1.88M	Sell	67,779 -483	-0.7%	-$12.8K	0.26%	63
2024 Q2	$1.77M	Sell	68,262 -1,137	-2%	-$29.7K	0.26%	61
2024 Q1	$1.88M	Sell	69,399 -24	-0%	-$612	0.28%	64
2023 Q4	$1.74M	Sell	69,423 -6	-0%	-$137	0.27%	66
2023 Q3	$1.57M	Sell	69,429 -1,458	-2%	-$34.5K	0.29%	63
2023 Q2	$1.68M	Sell	70,887 -1,152	-2%	-$26K	0.29%	62
2023 Q1	$1.63M	Sell	72,039 -2,214	-3%	-$51K	0.3%	63
2022 Q4	$1.62M	Hold	74,253	–	–	0.31%	62
2022 Q3	$1.5M	Sell	74,253 -6,762	-8%	-$151K	0.31%	63
2022 Q2	$1.69M	Buy	81,015 +1,839	+2%	+$42.4K	0.32%	61
2022 Q1	$2M	Sell	79,176 -3,948	-5%	-$99K	0.33%	60
2021 Q4	$2.23M	Buy	83,124 +492	+0.6%	+$13.1K	0.33%	57
2021 Q3	$2.11M	Buy	82,632 +264	+0.3%	+$6.9K	0.34%	58
2021 Q2	$2.15M	Buy	82,368 +234	+0.3%	+$6.04K	0.35%	55
2021 Q1	$2.04M	Sell	82,134 -16,263	-17%	-$395K	0.36%	55
2020 Q4	$2.24M	Sell	98,397 -3,129	-3%	-$65.3K	0.42%	52
2020 Q3	$1.88M	Sell	101,526 -3,864	-4%	-$71.6K	0.39%	54
2020 Q2	$1.85M	Buy	+105,390	New	+$1.72M	0.42%	54

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vision Capital Management's SCHM Position: Q2 2026 in Review

Vision Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 24% in Q2 2026, selling an estimated $486K and leaving 45,394 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #71.

Vision Capital Management first reported a position in SCHM in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.24M in Q4 2020. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Vision Capital Management held 45,394 shares of Schwab US Mid-Cap ETF worth $1.67M as of Q2 2026.
Vision Capital Management sold 14,120 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $486K.
Schwab US Mid-Cap ETF made up 0.19% of Vision Capital Management's portfolio in Q2 2026, its #71 holding.
Vision Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Vision Capital Management's Schwab US Mid-Cap ETF position peaked at $2.24M in Q4 2020.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.