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

Diversified 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 		$379K Buy
10,280
+799
+8% +$27.5K 0.01% 842
2026
Q1 		$294K Hold
9,481
– – 0.01% 858
2025
Q4 		$285K Hold
9,481
– – 0.01% 845
2025
Q3 		$281K Buy
9,481
+26
+0.3% +$757 0.01% 823
2025
Q2 		$265K Buy
+9,455
New +$249K 0.01% 791

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Diversified Trust's SCHM Position: Q2 2026 in Review

Diversified Trust increased its Schwab US Mid-Cap ETF (SCHM) stake by 8.4% in Q2 2026, buying an estimated $27.5K and bringing the position to 10,280 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #842.

Diversified Trust first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 318 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Diversified Trust held 10,280 shares of Schwab US Mid-Cap ETF worth $379K as of Q2 2026.
  • Diversified Trust bought 799 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $27.5K.
  • Schwab US Mid-Cap ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #842 holding.
  • Diversified Trust first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 318 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.