Canandaigua National Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Canandaigua National 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 Q1	$205K	Buy	+6,630	New	+$211K	0.02%	307

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 Corp's SCHM Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2026: 6,630 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #307 among its holdings.

1,015 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Canandaigua National Corp held 6,630 shares of Schwab US Mid-Cap ETF worth $205K as of Q1 2026.
Schwab US Mid-Cap ETF was a new Canandaigua National Corp position in Q1 2026.
Schwab US Mid-Cap ETF made up 0.02% of Canandaigua National Corp's portfolio in Q1 2026, its #307 holding.
1,015 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.