Busey Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Busey Bank’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	$366K	Sell	9,936 -2,016	-17%	-$69.4K	0.01%	287
2026 Q1	$370K	Hold	11,952	–	–	0.01%	278
2025 Q4	$359K	Sell	11,952 -21	-0.2%	-$626	0.01%	289
2025 Q3	$355K	Hold	11,973	–	–	0.01%	280
2025 Q2	$336K	Hold	11,973	–	–	0.01%	276
2025 Q1	$314K	Hold	11,973	–	–	0.01%	279
2024 Q4	$332K	Buy	11,973 +21	+0.2%	+$598	0.01%	272
2024 Q3	$331K	Hold	11,952	–	–	0.01%	275
2024 Q2	$310K	Hold	11,952	–	–	0.01%	275
2024 Q1	$324K	Sell	11,952 -483	-4%	-$12.3K	0.01%	278
2023 Q4	$312K	Hold	12,435	–	–	0.01%	280
2023 Q3	$281K	Hold	12,435	–	–	0.01%	266
2023 Q2	$294K	Hold	12,435	–	–	0.01%	273
2023 Q1	$281K	Sell	12,435 -9	-0.1%	-$207	0.01%	280
2022 Q4	$272K	Sell	12,444 -2,532	-17%	-$55.5K	0.01%	279
2022 Q3	$302K	Buy	14,976 +3,024	+25%	+$67.5K	0.01%	264
2022 Q2	$250K	Buy	+11,952	New	+$276K	0.01%	284

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 $103B AUM 28.65% 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

Busey Bank's SCHM Position: Q2 2026 in Review

Busey Bank reduced its Schwab US Mid-Cap ETF (SCHM) stake by 17% in Q2 2026, selling an estimated $69.4K and leaving 9,936 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #287.

Busey Bank first reported a position in SCHM in Q2 2022 and has held it in 17 quarters since. The position peaked at $370K in Q1 2026. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Busey Bank held 9,936 shares of Schwab US Mid-Cap ETF worth $366K as of Q2 2026.
Busey Bank sold 2,016 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $69.4K.
Schwab US Mid-Cap ETF made up 0.01% of Busey Bank's portfolio in Q2 2026, its #287 holding.
Busey Bank first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Busey Bank's Schwab US Mid-Cap ETF position peaked at $370K in Q1 2026.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Busey Bank's 13F filing for Q2 2026, filed 13 Aug 2026.