Voisard Asset Management Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Voisard Asset Management Group’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	$1.65M	Sell	44,731 -752	-2%	-$25.9K	0.31%	34
2026 Q1	$1.41M	Sell	45,483 -4,789	-10%	-$152K	0.3%	35
2025 Q4	$1.51M	Sell	50,272 -3,739	-7%	-$111K	0.33%	30
2025 Q3	$1.6M	Sell	54,011 -25,773	-32%	-$750K	0.37%	26
2025 Q2	$2.24M	Sell	79,784 -23,572	-23%	-$622K	0.58%	21
2025 Q1	$2.71M	Sell	103,356 -35,117	-25%	-$978K	0.79%	19
2024 Q4	$3.84M	Sell	138,473 -124,834	-47%	-$3.56M	1.28%	17
2024 Q3	$7.29M	Buy	263,307 +7,647	+3%	+$203K	3.04%	10
2024 Q2	$6.63M	Buy	255,660 +7,974	+3%	+$209K	3.24%	10
2024 Q1	$6.72M	Buy	247,686 +13,008	+6%	+$332K	3.78%	8
2023 Q4	$5.89M	Buy	+234,678	New	+$5.38M	3.55%	8

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 $103B AUM 28.65% 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

Voisard Asset Management Group's SCHM Position: Q2 2026 in Review

Voisard Asset Management Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q2 2026, selling an estimated $25.9K and leaving 44,731 shares worth $1.65M. The position accounts for 0.31% of the portfolio, ranked #34.

Voisard Asset Management Group first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.29M in Q3 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Voisard Asset Management Group held 44,731 shares of Schwab US Mid-Cap ETF worth $1.65M as of Q2 2026.
Voisard Asset Management Group sold 752 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $25.9K.
Schwab US Mid-Cap ETF made up 0.31% of Voisard Asset Management Group's portfolio in Q2 2026, its #34 holding.
Voisard Asset Management Group first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's Schwab US Mid-Cap ETF position peaked at $7.29M in Q3 2024.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.