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Commerce Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Commerce Bank’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 		$1.91M Buy
61,714
+25,879
+72% +$824K 0.01% 558
2025
Q4 		$1.08M Sell
35,835
-110
-0.3% -$3.28K 0.01% 652
2025
Q3 		$1.07M Sell
35,945
-120
-0.3% -$3.49K 0.01% 655
2025
Q2 		$1.01M Hold
36,065
– – 0.01% 641
2025
Q1 		$945K Buy
36,065
+1,709
+5% +$47.6K 0.01% 644
2024
Q4 		$952K Buy
34,356
+207
+0.6% +$5.9K 0.01% 648
2024
Q3 		$946K Sell
34,149
-9,465
-22% -$252K 0.01% 661
2024
Q2 		$1.13M Buy
+43,614
New +$1.14M 0.01% 594

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

Commerce Bank's SCHM Position: Q1 2026 in Review

Commerce Bank increased its Schwab US Mid-Cap ETF (SCHM) stake by 72% in Q1 2026, buying an estimated $824K and bringing the position to 61,714 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #558.

Commerce Bank first reported a position in SCHM in Q2 2024 and has held it in 8 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Commerce Bank held 61,714 shares of Schwab US Mid-Cap ETF worth $1.91M as of Q1 2026.
  • Commerce Bank bought 25,879 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $824K.
  • Schwab US Mid-Cap ETF made up 0.01% of Commerce Bank's portfolio in Q1 2026, its #558 holding.
  • Commerce Bank first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Commerce Bank's 13F filing for Q1 2026, filed 11 May 2026.