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 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 $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Vision Capital Management's SCHM Position: Q1 2026 in Review

Vision Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 59,514 shares worth $1.84M. The position accounts for 0.23% of the portfolio, ranked #63.

Vision Capital Management first reported a position in SCHM in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.24M in Q4 2020. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Vision Capital Management held 59,514 shares of Schwab US Mid-Cap ETF worth $1.84M as of Q1 2026.
Vision Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.23% of Vision Capital Management's portfolio in Q1 2026, its #63 holding.
Vision Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
Vision Capital Management's Schwab US Mid-Cap ETF position peaked at $2.24M in Q4 2020.
1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.