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Colonial Trust Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Colonial Trust Advisors’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 		$307K Hold
9,910
– – 0.02% 176
2025
Q4 		$298K Hold
9,910
– – 0.02% 173
2025
Q3 		$294K Hold
9,910
– – 0.02% 177
2025
Q2 		$278K Hold
9,910
– – 0.02% 179
2025
Q1 		$260K Buy
+9,910
New +$276K 0.02% 182

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Colonial Trust Advisors's SCHM Position: Q1 2026 in Review

Colonial Trust Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 9,910 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #176.

Colonial Trust Advisors first reported a position in SCHM in Q1 2025 and has held it in 5 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Colonial Trust Advisors held 9,910 shares of Schwab US Mid-Cap ETF worth $307K as of Q1 2026.
  • Colonial Trust Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.02% of Colonial Trust Advisors's portfolio in Q1 2026, its #176 holding.
  • Colonial Trust Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.