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 Q3	$77.1K	Hold	2,266	–	–	0.03%	152
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

First Community Trust's SCHM Position: Q3 2026 in Review

First Community Trust held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 2,266 shares worth $77.1K. The position accounts for 0.03% of the portfolio, ranked #152.

First Community Trust first reported a position in SCHM in Q4 2021 and has held it in 20 quarters since. The position peaked at $169K in Q4 2021. 389 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

First Community Trust held 2,266 shares of Schwab US Mid-Cap ETF worth $77.1K as of Q3 2026.
First Community Trust left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
Schwab US Mid-Cap ETF made up 0.03% of First Community Trust's portfolio in Q3 2026, its #152 holding.
First Community Trust first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
First Community Trust's Schwab US Mid-Cap ETF position peaked at $169K in Q4 2021.
389 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.