Canandaigua National Bank & Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Canandaigua National Bank & Trust’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	$244K	Buy	+6,630	New	+$228K	0.02%	286

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

Canandaigua National Bank & Trust's SCHM Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6,630 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings.

1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Canandaigua National Bank & Trust held 6,630 shares of Schwab US Mid-Cap ETF worth $244K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Canandaigua National Bank & Trust position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.02% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #286 holding.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.