Central Pacific Bank - Trust Division’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Central Pacific Bank - Trust Division’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	$2.1K	Hold	57	–	–	﹤0.01%	801
2026 Q1	$1.76K	Hold	57	–	–	﹤0.01%	800
2025 Q4	$1.71K	Hold	57	–	–	﹤0.01%	785
2025 Q3	$1.69K	Hold	57	–	–	﹤0.01%	789
2025 Q2	$1.6K	Hold	57	–	–	﹤0.01%	796
2025 Q1	$1.49K	Hold	57	–	–	﹤0.01%	805
2024 Q4	$1.58K	Hold	57	–	–	﹤0.01%	826
2024 Q3	$1.58K	Hold	57	–	–	﹤0.01%	805
2024 Q2	$1.48K	Hold	57	–	–	﹤0.01%	893
2024 Q1	$1.54K	Buy	+57	New	+$1.45K	﹤0.01%	887

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Central Pacific Bank - Trust Division's SCHM Position: Q2 2026 in Review

Central Pacific Bank - Trust Division held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 57 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Central Pacific Bank - Trust Division first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 312 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Central Pacific Bank - Trust Division held 57 shares of Schwab US Mid-Cap ETF worth $2.1K as of Q2 2026.
Central Pacific Bank - Trust Division left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Central Pacific Bank - Trust Division's portfolio in Q2 2026, its #801 holding.
Central Pacific Bank - Trust Division first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
312 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.