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 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	$2.69M	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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Associated Banc-Corp's SCHM Position: Q2 2026 in Review

Associated Banc-Corp opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 9,675 shares worth $357K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Associated Banc-Corp previously reported a position in SCHM as recently as Q4 2020.

Associated Banc-Corp first reported a position in SCHM in Q1 2020 and has held it in 5 quarters since. The position peaked at $3.32M in Q4 2020. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Associated Banc-Corp held 9,675 shares of Schwab US Mid-Cap ETF worth $357K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Associated Banc-Corp position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Associated Banc-Corp's portfolio in Q2 2026, its #307 holding.
Associated Banc-Corp first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 5 quarters since.
Associated Banc-Corp's Schwab US Mid-Cap ETF position peaked at $3.32M in Q4 2020.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.