Associated Banc-Corp
SCHM icon

Associated Banc-Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Associated Banc-Corp’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 		– Sell
-9,675
Closed -$357K – 382
2026
Q2 		$357K Buy
+9,675
New +$333K 0.01% 307
2021
Q1 		– Sell
-145,944
Closed -$3.32M – 768
2020
Q4 		$3.32M Buy
145,944
+222
+0.2% +$4.63K 0.13% 132
2020
Q3 		$2.7M Buy
145,722
+2,667
+2% +$49.4K 0.12% 139
2020
Q2 		$2.51M Sell
143,055
-6,207
-4% -$101K 0.11% 146
2020
Q1 		$2.1M Buy
+149,262
New +$2.73M 0.11% 147

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
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
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Associated Banc-Corp's SCHM Position: Q3 2026 in Review

Associated Banc-Corp sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2026, closing a stake of 9,675 shares — an estimated $357K sold.

Associated Banc-Corp first reported a position in SCHM in Q1 2020 and held it in 5 quarters. The position peaked at $3.32M in Q4 2020. 890 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Associated Banc-Corp reported no remaining Schwab US Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Associated Banc-Corp sold 9,675 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $357K.
  • Associated Banc-Corp first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and held it in 5 quarters.
  • Associated Banc-Corp's Schwab US Mid-Cap ETF position peaked at $3.32M in Q4 2020.
  • 890 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Associated Banc-Corp's 13F filing for Q3 2026, filed 30 Oct 2026.