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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
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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Northwestern Mutual Wealth Management
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MGIA
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Arlington Trust's SCHM Position: Q2 2026 in Review

Arlington Trust held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 3,000 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #174.

Arlington Trust first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Arlington Trust held 3,000 shares of Schwab US Mid-Cap ETF worth $111K as of Q2 2026.
  • Arlington Trust left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Arlington Trust's portfolio in Q2 2026, its #174 holding.
  • Arlington Trust first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.