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

Arbor Trust 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 		$7.78M Sell
251,216
-7,355
-3% -$234K 3.42% 6
2025
Q4 		$7.78M Sell
258,571
-37,884
-13% -$1.13M 3.4% 7
2025
Q3 		$8.79M Sell
296,455
-45,985
-13% -$1.34M 3.96% 5
2025
Q2 		$9.61M Sell
342,440
-51,642
-13% -$1.36M 4.7% 3
2025
Q1 		$10.3M Sell
394,082
-1,263
-0.3% -$35.2K 4.84% 2
2024
Q4 		$11M Buy
395,345
+12,674
+3% +$361K 5.13% 1
2024
Q3 		$9.96M Hold
382,671
– – 5.23% 2
2024
Q2 		$9.96M Buy
382,671
+6,579
+2% +$172K 5.23% 2
2024
Q1 		$9.9M Buy
376,092
+8,148
+2% +$208K 5.44% 1
2023
Q4 		$9.24M Buy
367,944
+8,595
+2% +$197K 5.5% 1
2023
Q3 		$8.11M Buy
359,349
+9,114
+3% +$216K 5.34% 1
2023
Q2 		$8.29M Buy
350,235
+1,275
+0.4% +$28.7K 5.27% 1
2023
Q1 		$7.89M Sell
348,960
-2,526
-0.7% -$58.2K 5.19% 1
2022
Q4 		$7.69M Buy
351,486
+1,035
+0.3% +$22.7K 5.31% 1
2022
Q3 		$7.09M Buy
350,451
+4,440
+1% +$99.1K 5.39% 1
2022
Q2 		$7.24M Buy
346,011
+4,983
+1% +$115K 5.04% 1
2022
Q1 		$8.62M Sell
341,028
-4,983
-1% -$125K 5.17% 2
2021
Q4 		$9.29M Buy
346,011
+7,596
+2% +$203K 5.35% 1
2021
Q3 		$8.65M Buy
338,415
+14,103
+4% +$368K 5.4% 1
2021
Q2 		$8.46M Buy
324,312
+4,083
+1% +$105K 5.31% 1
2021
Q1 		$7.94M Buy
320,229
+39,195
+14% +$951K 5.3% 1
2020
Q4 		$6.39M Buy
281,034
+6,819
+2% +$142K 4.64% 4
2020
Q3 		$5.07M Buy
274,215
+8,754
+3% +$162K 4.39% 5
2020
Q2 		$4.66M Buy
265,461
+1,737
+0.7% +$28.3K 4.21% 5
2020
Q1 		$3.71M Buy
263,724
+9,066
+4% +$166K 3.92% 6
2019
Q4 		$5.11M Buy
+254,658
New +$4.93M 4.37% 4

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

Arbor Trust Wealth Advisors's SCHM Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.8% in Q1 2026, selling an estimated $234K and leaving 251,216 shares worth $7.78M. The position accounts for 3.42% of the portfolio, ranked #6.

Arbor Trust Wealth Advisors first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $11M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Arbor Trust Wealth Advisors held 251,216 shares of Schwab US Mid-Cap ETF worth $7.78M as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 7,355 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $234K.
  • Schwab US Mid-Cap ETF made up 3.42% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Arbor Trust Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $11M in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.