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

Visionary Wealth Advisors’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 		$9.7M Buy
313,402
+2,596
+0.8% +$82.7K 0.43% 65
2025
Q4 		$9.35M Buy
310,806
+16,059
+5% +$479K 0.42% 67
2025
Q3 		$8.74M Buy
294,747
+1,459
+0.5% +$42.5K 0.41% 66
2025
Q2 		$8.23M Buy
293,288
+15,835
+6% +$418K 0.42% 63
2025
Q1 		$7.27M Sell
277,453
-2,819
-1% -$78.5K 0.44% 69
2024
Q4 		$7.77M Sell
280,272
-4,662
-2% -$133K 0.46% 63
2024
Q3 		$7.89M Sell
284,934
-942
-0.3% -$25.1K 0.48% 64
2024
Q2 		$7.42M Buy
285,876
+8,496
+3% +$222K 0.48% 60
2024
Q1 		$7.53M Buy
277,380
+264,030
+1,978% +$6.73M 0.51% 53
2023
Q4 		$335K Sell
13,350
-900
-6% -$20.6K 0.02% 376
2023
Q3 		$322K Sell
14,250
-48
-0.3% -$1.14K 0.03% 355
2023
Q2 		$339K Sell
14,298
-234
-2% -$5.27K 0.03% 348
2023
Q1 		$329K Sell
14,532
-282
-2% -$6.49K 0.03% 338
2022
Q4 		$324K Buy
14,814
+270
+2% +$5.92K 0.03% 303
2022
Q3 		$293K Sell
14,544
-3,192
-18% -$71.2K 0.03% 303
2022
Q2 		$371K Sell
17,736
-1,359
-7% -$31.4K 0.03% 286
2022
Q1 		$483K Sell
19,095
-1,059
-5% -$26.5K 0.04% 255
2021
Q4 		$540K Buy
20,154
+2,409
+14% +$64.2K 0.04% 222
2021
Q3 		$453K Sell
17,745
-7,128
-29% -$186K 0.05% 200
2021
Q2 		$649K Buy
24,873
+648
+3% +$16.7K 0.07% 170
2021
Q1 		$601K Sell
24,225
-22,041
-48% -$535K 0.06% 181
2020
Q4 		$1.05M Sell
46,266
-38,883
-46% -$811K 0.12% 130
2020
Q3 		$1.57M Sell
85,149
-261,780
-75% -$4.85M 0.22% 96
2020
Q2 		$6.08M Buy
346,929
+298,365
+614% +$4.86M 0.93% 33
2020
Q1 		$682K Buy
48,564
+23,847
+96% +$437K 0.13% 108
2019
Q4 		$495K Buy
+24,717
New +$479K 0.09% 131

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

Visionary Wealth Advisors's SCHM Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.84% in Q1 2026, buying an estimated $82.7K and bringing the position to 313,402 shares worth $9.7M. The position accounts for 0.43% of the portfolio, ranked #65.

Visionary Wealth Advisors first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Visionary Wealth Advisors held 313,402 shares of Schwab US Mid-Cap ETF worth $9.7M as of Q1 2026.
  • Visionary Wealth Advisors bought 2,596 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $82.7K.
  • Schwab US Mid-Cap ETF made up 0.43% of Visionary Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • Visionary Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.