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

First Community 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	$83.5K	Sell	2,266 -593	-21%	-$20.4K	0.04%	135
2026 Q1	$88.5K	Sell	2,859 -641	-18%	-$20.4K	0.07%	126
2025 Q4	$105K	Hold	3,500	–	–	0.08%	111
2025 Q3	$104K	Hold	3,500	–	–	0.08%	112
2025 Q2	$98.2K	Sell	3,500 -325	-8%	-$8.57K	0.08%	118
2025 Q1	$100K	Hold	3,825	–	–	0.09%	117
2024 Q4	$106K	Hold	3,825	–	–	0.08%	119
2024 Q3	$106K	Hold	3,825	–	–	0.09%	118
2024 Q2	$99.2K	Hold	3,825	–	–	0.08%	112
2024 Q1	$104K	Hold	3,825	–	–	0.1%	107
2023 Q4	$96K	Sell	3,825 -1,710	-31%	-$39.2K	0.1%	100
2023 Q3	$125K	Hold	5,535	–	–	0.14%	88
2023 Q2	$131K	Hold	5,535	–	–	0.15%	84
2023 Q1	$125K	Hold	5,535	–	–	0.15%	86
2022 Q4	$121K	Hold	5,535	–	–	0.14%	89
2022 Q3	$112K	Hold	5,535	–	–	0.15%	85
2022 Q2	$116K	Sell	5,535 -765	-12%	-$17.7K	0.14%	95
2022 Q1	$159K	Hold	6,300	–	–	0.15%	83
2021 Q4	$169K	Buy	+6,300	New	+$168K	0.14%	85

Other funds holding SCHM

LWMT

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

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

First Community Trust's SCHM Position: Q2 2026 in Review

First Community Trust reduced its Schwab US Mid-Cap ETF (SCHM) stake by 21% in Q2 2026, selling an estimated $20.4K and leaving 2,266 shares worth $83.5K. The position accounts for 0.04% of the portfolio, ranked #135.

First Community Trust first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $169K in Q4 2021. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

First Community Trust held 2,266 shares of Schwab US Mid-Cap ETF worth $83.5K as of Q2 2026.
First Community Trust sold 593 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $20.4K.
Schwab US Mid-Cap ETF made up 0.04% of First Community Trust's portfolio in Q2 2026, its #135 holding.
First Community Trust first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
First Community Trust's Schwab US Mid-Cap ETF position peaked at $169K in Q4 2021.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.