Visionary Horizons
SCHM icon

Visionary Horizons’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Visionary Horizons’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
Q3 		$941K Buy
27,646
+1,763
+7% +$62.4K 0.37% 42
2026
Q2 		$954K Buy
25,883
+6,475
+33% +$223K 0.4% 37
2026
Q1 		$601K Buy
19,408
+3,009
+18% +$95.8K 0.3% 67
2025
Q4 		$493K Buy
16,399
+6,980
+74% +$208K 0.26% 76
2025
Q3 		$279K Buy
+9,419
New +$274K 0.16% 95

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Visionary Horizons's SCHM Position: Q3 2026 in Review

Visionary Horizons increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.8% in Q3 2026, buying an estimated $62.4K and bringing the position to 27,646 shares worth $941K. The position accounts for 0.37% of the portfolio, ranked #42.

Visionary Horizons first reported a position in SCHM in Q3 2025 and has held it in 5 quarters since. The position peaked at $954K in Q2 2026. 870 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Visionary Horizons held 27,646 shares of Schwab US Mid-Cap ETF worth $941K as of Q3 2026.
  • Visionary Horizons bought 1,763 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $62.4K.
  • Schwab US Mid-Cap ETF made up 0.37% of Visionary Horizons's portfolio in Q3 2026, its #42 holding.
  • Visionary Horizons first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Visionary Horizons's Schwab US Mid-Cap ETF position peaked at $954K in Q2 2026.
  • 870 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.