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Arlington Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Arlington Trust’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
Q3 		$102K Hold
3,000
– – 0.01% 219
2026
Q2 		$111K Hold
3,000
– – 0.01% 174
2026
Q1 		$92.9K Hold
3,000
– – 0.01% 169
2025
Q4 		$90.2K Hold
3,000
– – 0.01% 146
2025
Q3 		$88.9K Hold
3,000
– – 0.02% 283
2025
Q2 		$84.2K Hold
3,000
– – 0.02% 281
2025
Q1 		$78.6K Buy
+3,000
New +$83.5K 0.02% 304

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Savant Capital
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Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Summit Asset Management
Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Arlington Trust's SCHM Position: Q3 2026 in Review

Arlington Trust held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 3,000 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #219.

Arlington Trust first reported a position in SCHM in Q1 2025 and has held it in 7 quarters since. The position peaked at $111K in Q2 2026. 698 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Arlington Trust held 3,000 shares of Schwab US Mid-Cap ETF worth $102K as of Q3 2026.
  • Arlington Trust left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Arlington Trust's portfolio in Q3 2026, its #219 holding.
  • Arlington Trust first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • Arlington Trust's Schwab US Mid-Cap ETF position peaked at $111K in Q2 2026.
  • 698 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.