CFB
SCHM icon

Cullen/Frost Bankers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cullen/Frost Bankers’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 		$9.02K Buy
245
+1
+0.4% +$34 ﹤0.01% 1161
2026
Q1 		$7.55K Buy
244
+1
+0.4% +$32 ﹤0.01% 1147
2025
Q4 		$7.32K Buy
243
+1
+0.4% +$30 ﹤0.01% 1152
2025
Q3 		$7.18K Buy
242
+1
+0.4% +$29 ﹤0.01% 1125
2025
Q2 		$6.77K Buy
241
+1
+0.4% +$26 ﹤0.01% 1071
2025
Q1 		$6.3K Hold
240
– – ﹤0.01% 1013
2024
Q4 		$6.64K Buy
240
+45
+23% +$1.28K ﹤0.01% 950
2024
Q3 		$5.42K Buy
+195
New +$5.19K ﹤0.01% 985
2024
Q1 		– Sell
-15,099
Closed -$379K – 1076
2023
Q4 		$379K Sell
15,099
-15,099
-50% -$346K 0.01% 403
2023
Q3 		$681K Buy
+30,198
New +$715K 0.01% 331

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Cullen/Frost Bankers's SCHM Position: Q2 2026 in Review

Cullen/Frost Bankers increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.41% in Q2 2026, buying an estimated $34 and bringing the position to 245 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Cullen/Frost Bankers first reported a position in SCHM in Q3 2023 and has held it in 10 quarters since. The position peaked at $681K in Q3 2023. 767 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cullen/Frost Bankers held 245 shares of Schwab US Mid-Cap ETF worth $9.02K as of Q2 2026.
  • Cullen/Frost Bankers bought 1 Schwab US Mid-Cap ETF share in Q2 2026, an estimated $34.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #1161 holding.
  • Cullen/Frost Bankers first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 10 quarters since.
  • Cullen/Frost Bankers's Schwab US Mid-Cap ETF position peaked at $681K in Q3 2023.
  • 767 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.