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Advisortrust Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Advisortrust Partners’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 		– Sell
-31
Closed -$962 – 261
2026
Q1 		$962 Buy
+31
New +$987 ﹤0.01% 255

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Advisortrust Partners's SCHM Position: Q2 2026 in Review

Advisortrust Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 31 shares — an estimated $962 sold.

Advisortrust Partners first reported a position in SCHM in Q1 2026 and held it in 1 quarter. The position peaked at $962 in Q1 2026. 1,062 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Advisortrust Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 31 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $962.
  • Advisortrust Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's Schwab US Mid-Cap ETF position peaked at $962 in Q1 2026.
  • 1,062 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.