VSM Wealth Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

VSM Wealth Advisory’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	$1.78M	Sell	57,571 -6	-0%	-$191	0.53%	29
2025 Q4	$1.73M	Buy	+57,577	New	+$1.72M	0.52%	28
2025 Q3	–	Sell	-60,961	Closed	-$1.71M	–	494
2025 Q2	$1.71M	Sell	60,961 -17,947	-23%	-$473K	0.56%	27
2025 Q1	$2.07M	Sell	78,908 -1,274	-2%	-$35.5K	0.74%	27
2024 Q4	$2.22M	Buy	+80,182	New	+$2.28M	0.79%	27

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

VSM Wealth Advisory's SCHM Position: Q1 2026 in Review

VSM Wealth Advisory reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.01% in Q1 2026, selling an estimated $191 and leaving 57,571 shares worth $1.78M. The position accounts for 0.53% of the portfolio, ranked #29.

VSM Wealth Advisory first reported a position in SCHM in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.22M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

VSM Wealth Advisory held 57,571 shares of Schwab US Mid-Cap ETF worth $1.78M as of Q1 2026.
VSM Wealth Advisory sold 6 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $191.
Schwab US Mid-Cap ETF made up 0.53% of VSM Wealth Advisory's portfolio in Q1 2026, its #29 holding.
VSM Wealth Advisory first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
VSM Wealth Advisory's Schwab US Mid-Cap ETF position peaked at $2.22M in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.