AMG National Trust Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

AMG National Trust Bank’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	$1.28M	Hold	34,650	–	–	0.03%	245
2026 Q1	$1.07M	Hold	34,650	–	–	0.02%	307
2025 Q4	$1.04M	Hold	34,650	–	–	0.02%	295
2025 Q3	$1.03M	Hold	34,650	–	–	0.02%	293
2025 Q2	$972K	Hold	34,650	–	–	0.03%	300
2025 Q1	$908K	Hold	34,650	–	–	0.03%	299
2024 Q4	$960K	Hold	34,650	–	–	0.03%	291
2024 Q3	$960K	Hold	34,650	–	–	0.03%	298
2024 Q2	$899K	Hold	34,650	–	–	0.02%	312
2024 Q1	$941K	Hold	34,650	–	–	0.03%	299
2023 Q4	$870K	Hold	34,650	–	–	0.03%	291
2023 Q3	$782K	Hold	34,650	–	–	0.03%	299
2023 Q2	$820K	Sell	34,650 -450	-1%	-$10.1K	0.03%	295
2023 Q1	$794K	Sell	35,100 -300	-0.8%	-$6.91K	0.03%	313
2022 Q4	$774K	Hold	35,400	–	–	0.03%	303
2022 Q3	$714K	Hold	35,400	–	–	0.03%	309
2022 Q2	$817K	Sell	35,400 -62,832	-64%	-$1.45M	0.03%	287
2022 Q1	$2.48M	Hold	98,232	–	–	0.08%	155
2021 Q4	$2.63M	Hold	98,232	–	–	0.08%	151
2021 Q3	$2.51M	Hold	98,232	–	–	0.08%	148
2021 Q2	$2.56M	Hold	98,232	–	–	0.08%	144
2021 Q1	$2.44M	Hold	98,232	–	–	0.08%	154
2020 Q4	$2.23M	Sell	98,232 -2,025	-2%	-$42.2K	0.08%	159
2020 Q3	$1.85M	Hold	100,257	–	–	0.08%	166
2020 Q2	$1.76M	Buy	+100,257	New	+$1.63M	0.08%	159

Other funds holding SCHM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

AMG National Trust Bank's SCHM Position: Q2 2026 in Review

AMG National Trust Bank held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 34,650 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #245.

AMG National Trust Bank first reported a position in SCHM in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.63M in Q4 2021. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

AMG National Trust Bank held 34,650 shares of Schwab US Mid-Cap ETF worth $1.28M as of Q2 2026.
AMG National Trust Bank left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.03% of AMG National Trust Bank's portfolio in Q2 2026, its #245 holding.
AMG National Trust Bank first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
AMG National Trust Bank's Schwab US Mid-Cap ETF position peaked at $2.63M in Q4 2021.
749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.