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Fifth Third Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fifth Third Securities’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 		$16M Sell
433,827
-468
-0.1% -$16.1K 0.91% 24
2026
Q1 		$13.4M Buy
434,295
+1,074
+0.2% +$34.2K 0.87% 24
2025
Q4 		$13M Buy
433,221
+21,105
+5% +$629K 0.85% 27
2025
Q3 		$12.2M Buy
412,116
+3,962
+1% +$115K 0.83% 33
2025
Q2 		$11.4M Sell
408,154
-4,435
-1% -$117K 0.86% 26
2025
Q1 		$10.8M Buy
412,589
+10,336
+3% +$288K 0.91% 26
2024
Q4 		$11.1M Sell
402,253
-34,823
-8% -$992K 0.95% 27
2024
Q3 		$12.1M Sell
437,076
-12,489
-3% -$332K 1.15% 17
2024
Q2 		$11.7M Buy
449,565
+12,012
+3% +$314K 1.08% 18
2024
Q1 		$11.9M Buy
437,553
+3,033
+0.7% +$77.4K 1.15% 16
2023
Q4 		$10.9M Buy
434,520
+11,817
+3% +$271K 1.13% 18
2023
Q3 		$9.54M Buy
422,703
+5,628
+1% +$133K 1.07% 26
2023
Q2 		$9.87M Buy
417,075
+2,253
+0.5% +$50.8K 1.08% 25
2023
Q1 		$9.38M Buy
414,822
+225,591
+119% +$5.2M 1.08% 27
2022
Q4 		$4.14M Buy
189,231
+11,826
+7% +$259K 0.54% 56
2022
Q3 		$3.58M Buy
177,405
+2,181
+1% +$48.7K 0.52% 64
2022
Q2 		$3.66M Buy
+175,224
New +$4.04M 0.5% 64
2022
Q1 		– Sell
-167,226
Closed -$4.49M – 143
2021
Q4 		$4.49M Buy
167,226
+7,683
+5% +$205K 0.49% 59
2021
Q3 		$4.08M Buy
+159,543
New +$4.17M 0.56% 54
2019
Q3 		– Sell
-173,709
Closed -$3.32M – 125
2019
Q2 		$3.32M Buy
+173,709
New +$3.25M 0.89% 36
2018
Q4 		– Sell
-50,688
Closed -$977K – 116
2018
Q3 		$977K Buy
+50,688
New +$966K 0.34% 78

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Fifth Third Securities's SCHM Position: Q2 2026 in Review

Fifth Third Securities reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.11% in Q2 2026, selling an estimated $16.1K and leaving 433,827 shares worth $16M. The position accounts for 0.91% of the portfolio, ranked #24.

Fifth Third Securities first reported a position in SCHM in Q3 2018 and has held it in 21 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Fifth Third Securities held 433,827 shares of Schwab US Mid-Cap ETF worth $16M as of Q2 2026.
  • Fifth Third Securities sold 468 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $16.1K.
  • Schwab US Mid-Cap ETF made up 0.91% of Fifth Third Securities's portfolio in Q2 2026, its #24 holding.
  • Fifth Third Securities first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 21 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.