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

Fiduciary 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
Q1 		$996K Sell
32,170
-2,030
-6% -$64.6K 0.01% 420
2025
Q4 		$1.03M Hold
34,200
– – 0.01% 410
2025
Q3 		$1.01M Hold
34,200
– – 0.01% 410
2025
Q2 		$959K Hold
34,200
– – 0.01% 410
2025
Q1 		$896K Hold
34,200
– – 0.01% 410
2024
Q4 		$948K Hold
34,200
– – 0.01% 367
2024
Q3 		$947K Hold
34,200
– – 0.01% 377
2024
Q2 		$887K Hold
34,200
– – 0.01% 360
2024
Q1 		$928K Buy
34,200
+300
+0.9% +$7.65K 0.01% 356
2023
Q4 		$851K Sell
33,900
-33
-0.1% -$756 0.01% 364
2023
Q3 		$766K Sell
33,933
-1,767
-5% -$41.9K 0.01% 355
2023
Q2 		$845K Sell
35,700
-300
-0.8% -$6.76K 0.01% 358
2023
Q1 		$814K Sell
36,000
-2,805
-7% -$64.6K 0.02% 362
2022
Q4 		$849K Hold
38,805
– – 0.02% 362
2022
Q3 		$783K Hold
38,805
– – 0.02% 358
2022
Q2 		$811K Hold
38,805
– – 0.02% 361
2022
Q1 		$981K Sell
38,805
-5,820
-13% -$146K 0.02% 353
2021
Q4 		$1.2M Buy
44,625
+10,275
+30% +$274K 0.02% 320
2021
Q3 		$878K Hold
34,350
– – 0.02% 361
2021
Q2 		$896K Buy
34,350
+4,350
+15% +$112K 0.02% 352
2021
Q1 		$745K Sell
30,000
-300
-1% -$7.28K 0.02% 383
2020
Q4 		$689K Hold
30,300
– – 0.01% 376
2020
Q3 		$560K Sell
30,300
-3,750
-11% -$69.5K 0.01% 376
2020
Q2 		$598K Buy
34,050
+1,200
+4% +$19.6K 0.01% 356
2020
Q1 		$461K Buy
32,850
+18,000
+121% +$330K 0.01% 361
2019
Q4 		$298K Buy
14,850
+600
+4% +$11.6K 0.01% 452
2019
Q3 		$269K Buy
+14,250
New +$269K 0.01% 460

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

Fiduciary Trust's SCHM Position: Q1 2026 in Review

Fiduciary Trust reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.9% in Q1 2026, selling an estimated $64.6K and leaving 32,170 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #420.

Fiduciary Trust first reported a position in SCHM in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Fiduciary Trust held 32,170 shares of Schwab US Mid-Cap ETF worth $996K as of Q1 2026.
  • Fiduciary Trust sold 2,030 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $64.6K.
  • Schwab US Mid-Cap ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #420 holding.
  • Fiduciary Trust first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • Fiduciary Trust's Schwab US Mid-Cap ETF position peaked at $1.2M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.