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

Blue Trust Inc’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 		$33K Sell
894
-2,727
-75% -$93.9K ﹤0.01% 1510
2026
Q1 		$112K Buy
3,621
+466
+15% +$14.8K ﹤0.01% 972
2025
Q4 		$94.9K Hold
3,155
– – ﹤0.01% 1090
2025
Q3 		$93.5K Hold
3,155
– – ﹤0.01% 1097
2025
Q2 		$88.5K Buy
3,155
+343
+12% +$9.05K ﹤0.01% 1096
2025
Q1 		$73.7K Hold
2,812
– – ﹤0.01% 1130
2024
Q4 		$77.9K Sell
2,812
-3,371
-55% -$96.1K ﹤0.01% 1038
2024
Q3 		$160K Buy
6,183
+3,369
+120% +$89.6K ﹤0.01% 977
2024
Q2 		$76.3K Hold
2,814
– – ﹤0.01% 1072
2024
Q1 		$76.3K Hold
2,814
– – ﹤0.01% 785
2023
Q4 		$63K Hold
2,814
– – ﹤0.01% 849
2023
Q3 		$67K Hold
2,814
– – ﹤0.01% 749
2023
Q2 		$64K Buy
+2,814
New +$63.4K ﹤0.01% 622
2022
Q3 		– Sell
-126
Closed -$3K – 2293
2022
Q2 		$3K Buy
+126
New +$2.91K ﹤0.01% 1594

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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 $103B AUM 28.65% 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

Blue Trust Inc's SCHM Position: Q2 2026 in Review

Blue Trust Inc reduced its Schwab US Mid-Cap ETF (SCHM) stake by 75% in Q2 2026, selling an estimated $93.9K and leaving 894 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Blue Trust Inc first reported a position in SCHM in Q2 2022 and has held it in 14 quarters since. The position peaked at $160K in Q3 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Blue Trust Inc held 894 shares of Schwab US Mid-Cap ETF worth $33K as of Q2 2026.
  • Blue Trust Inc sold 2,727 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $93.9K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1510 holding.
  • Blue Trust Inc first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 14 quarters since.
  • Blue Trust Inc's Schwab US Mid-Cap ETF position peaked at $160K in Q3 2024.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.