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

Country Club 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
2025 Q3	$355K	Hold	12,000	–	–	0.02%	287
2025 Q2	$335K	Sell	12,000 -3,000	-20%	-$79.1K	0.02%	286
2025 Q1	$393K	Hold	15,000	–	–	0.03%	270
2024 Q4	$415K	Hold	15,000	–	–	0.03%	269
2024 Q3	$416K	Hold	15,000	–	–	0.03%	264
2024 Q2	$388K	Hold	15,000	–	–	0.03%	265
2024 Q1	$407K	Sell	15,000 -228	-1%	-$5.82K	0.03%	260
2023 Q4	$386K	Buy	15,228 +228	+2%	+$5.22K	0.03%	262
2023 Q3	$339K	Hold	15,000	–	–	0.03%	256
2023 Q2	$352K	Hold	15,000	–	–	0.03%	254
2023 Q1	$333K	Sell	15,000 -3,900	-21%	-$89.8K	0.03%	260
2022 Q4	$413K	Hold	18,900	–	–	0.04%	234
2022 Q3	$384K	Buy	+18,900	New	+$422K	0.04%	221

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Country Club Bank's SCHM Position: Q3 2025 in Review

Country Club Bank held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2025 at 12,000 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #287.

Country Club Bank first reported a position in SCHM in Q3 2022 and has held it in 13 quarters since. The position peaked at $416K in Q3 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

Country Club Bank held 12,000 shares of Schwab US Mid-Cap ETF worth $355K as of Q3 2025.
Country Club Bank left its Schwab US Mid-Cap ETF share count unchanged in Q3 2025.
Schwab US Mid-Cap ETF made up 0.02% of Country Club Bank's portfolio in Q3 2025, its #287 holding.
Country Club Bank first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and has held it in 13 quarters since.
Country Club Bank's Schwab US Mid-Cap ETF position peaked at $416K in Q3 2024.
944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.