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Atlantic Union Bankshares’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Atlantic Union Bankshares’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 		$719K Sell
19,510
-543
-3% -$18.7K 0.01% 426
2026
Q1 		$621K Buy
20,053
+845
+4% +$26.9K 0.01% 435
2025
Q4 		$578K Buy
19,208
+60
+0.3% +$1.79K 0.01% 447
2025
Q3 		$568K Sell
19,148
-2,156
-10% -$62.8K 0.01% 453
2025
Q2 		$598K Buy
+21,304
New +$562K 0.01% 374

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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

Atlantic Union Bankshares's SCHM Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.7% in Q2 2026, selling an estimated $18.7K and leaving 19,510 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #426.

Atlantic Union Bankshares first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Atlantic Union Bankshares held 19,510 shares of Schwab US Mid-Cap ETF worth $719K as of Q2 2026.
  • Atlantic Union Bankshares sold 543 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $18.7K.
  • Schwab US Mid-Cap ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #426 holding.
  • Atlantic Union Bankshares first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.