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

Colonial 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 		$43.7K Buy
1,184
+899
+315% +$30.9K 0.01% 543
2026
Q1 		$8.82K Hold
285
– – ﹤0.01% 783
2025
Q4 		$8.57K Hold
285
– – ﹤0.01% 785
2025
Q3 		$8.45K Hold
285
– – ﹤0.01% 770
2025
Q2 		$7.99K Buy
285
+30
+12% +$791 ﹤0.01% 776
2025
Q1 		$6.68K Hold
255
– – ﹤0.01% 798
2024
Q4 		$7.07K Buy
+255
New +$7.27K ﹤0.01% 1005

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Colonial Trust's SCHM Position: Q2 2026 in Review

Colonial Trust increased its Schwab US Mid-Cap ETF (SCHM) stake by 315% in Q2 2026, buying an estimated $30.9K and bringing the position to 1,184 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #543.

Colonial Trust first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Colonial Trust held 1,184 shares of Schwab US Mid-Cap ETF worth $43.7K as of Q2 2026.
  • Colonial Trust bought 899 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $30.9K.
  • Schwab US Mid-Cap ETF made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #543 holding.
  • Colonial Trust first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.