Central Trust Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Central Trust Company’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	$74.4K	Buy	2,019 +1,294	+178%	+$44.5K	﹤0.01%	800
2026 Q1	$22.4K	Hold	725	–	–	﹤0.01%	988
2025 Q4	$21.8K	Hold	725	–	–	﹤0.01%	962
2025 Q3	$21.5K	Hold	725	–	–	﹤0.01%	966
2025 Q2	$20.3K	Buy	+725	New	+$19.1K	﹤0.01%	977
2024 Q3	–	Sell	-750	Closed	-$19.5K	–	1511
2024 Q2	$19.5K	Buy	+750	New	+$19.6K	﹤0.01%	941
2023 Q2	–	Sell	-726	Closed	-$16.4K	–	1284
2023 Q1	$16.4K	Sell	726 -774	-52%	-$17.8K	﹤0.01%	969
2022 Q4	$32.8K	Sell	1,500 -27	-2%	-$592	﹤0.01%	845
2022 Q3	$31K	Buy	1,527 +27	+2%	+$602	﹤0.01%	860
2022 Q2	$31K	Hold	1,500	–	–	﹤0.01%	860
2022 Q1	$38K	Hold	1,500	–	–	﹤0.01%	849
2021 Q4	$40K	Hold	1,500	–	–	﹤0.01%	824
2021 Q3	$38K	Hold	1,500	–	–	﹤0.01%	809
2021 Q2	$39K	Hold	1,500	–	–	﹤0.01%	774
2021 Q1	$37K	Buy	1,500 +276	+23%	+$6.7K	﹤0.01%	740
2020 Q4	$28K	Hold	1,224	–	–	﹤0.01%	757
2020 Q3	$23K	Hold	1,224	–	–	﹤0.01%	746
2020 Q2	$21K	Sell	1,224 -489	-29%	-$7.97K	﹤0.01%	739
2020 Q1	$24K	Sell	1,713 -615	-26%	-$11.3K	﹤0.01%	734
2019 Q4	$47K	Buy	2,328 +2,178	+1,452%	+$42.2K	﹤0.01%	693
2019 Q3	$3K	Sell	150 -420	-74%	-$7.93K	﹤0.01%	1092
2019 Q2	$11K	Buy	+570	New	+$10.7K	﹤0.01%	905

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

Central Trust Company's SCHM Position: Q2 2026 in Review

Central Trust Company increased its Schwab US Mid-Cap ETF (SCHM) stake by 178% in Q2 2026, buying an estimated $44.5K and bringing the position to 2,019 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Central Trust Company first reported a position in SCHM in Q2 2019 and has held it in 22 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Central Trust Company held 2,019 shares of Schwab US Mid-Cap ETF worth $74.4K as of Q2 2026.
Central Trust Company bought 1,294 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $44.5K.
Schwab US Mid-Cap ETF made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #800 holding.
Central Trust Company first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 22 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.