VH
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
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

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Visionary Horizons's SCHM Position: Q2 2026 in Review

Visionary Horizons increased its Schwab US Mid-Cap ETF (SCHM) stake by 33% in Q2 2026, buying an estimated $223K and bringing the position to 25,883 shares worth $954K. The position accounts for 0.4% of the portfolio, ranked #37.

Visionary Horizons first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 550 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Visionary Horizons held 25,883 shares of Schwab US Mid-Cap ETF worth $954K as of Q2 2026.
  • Visionary Horizons bought 6,475 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $223K.
  • Schwab US Mid-Cap ETF made up 0.4% of Visionary Horizons's portfolio in Q2 2026, its #37 holding.
  • Visionary Horizons first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 550 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.