First Hawaiian Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Hawaiian Bank’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
2025 Q1	–	Sell	-28,446	Closed	-$788K	–	625
2024 Q4	$788K	Hold	28,446	–	–	0.03%	488
2024 Q3	$788K	Hold	28,446	–	–	0.03%	489
2024 Q2	$738K	Hold	28,446	–	–	0.02%	448
2024 Q1	$772K	Hold	28,446	–	–	0.02%	472
2023 Q4	$714K	Hold	28,446	–	–	0.02%	483
2023 Q3	$642K	Hold	28,446	–	–	0.02%	499
2023 Q2	$674K	Hold	28,446	–	–	0.02%	498
2023 Q1	$643K	Hold	28,446	–	–	0.02%	506
2022 Q4	$622K	Hold	28,446	–	–	0.02%	489
2022 Q3	$574K	Hold	28,446	–	–	0.02%	474
2022 Q2	$595K	Hold	28,446	–	–	0.02%	479
2022 Q1	$719K	Sell	28,446 -79,653	-74%	-$2M	0.02%	485
2021 Q4	$2.9M	Sell	108,099 -6,927	-6%	-$185K	0.09%	163
2021 Q3	$2.94M	Hold	115,026	–	–	0.12%	107
2021 Q2	$3M	Hold	115,026	–	–	0.12%	102
2021 Q1	$2.85M	Sell	115,026 -7,083	-6%	-$172K	0.12%	110
2020 Q4	$2.77M	Hold	122,109	–	–	0.13%	109
2020 Q3	$2.26M	Hold	122,109	–	–	0.12%	126
2020 Q2	$2.14M	Hold	122,109	–	–	0.11%	137
2020 Q1	$1.72M	Sell	122,109 -8,004	-6%	-$147K	0.1%	144
2019 Q4	$2.61M	Sell	130,113 -510	-0.4%	-$9.87K	0.13%	117
2019 Q3	$2.46M	Sell	130,623 -14,124	-10%	-$267K	0.13%	117
2019 Q2	$2.75M	Sell	144,747 -10,677	-7%	-$200K	0.15%	101
2019 Q1	$2.87M	Hold	155,424	–	–	0.15%	91
2018 Q4	$2.48M	Buy	155,424 +909	+0.6%	+$15.9K	0.15%	98
2018 Q3	$2.98M	Buy	+154,515	New	+$2.94M	0.16%	89

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWMT

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

First Hawaiian Bank's SCHM Position: Q1 2025 in Review

First Hawaiian Bank sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 28,446 shares — an estimated $788K sold.

First Hawaiian Bank first reported a position in SCHM in Q3 2018 and held it in 26 quarters. The position peaked at $3M in Q2 2021. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

First Hawaiian Bank reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
First Hawaiian Bank sold 28,446 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $788K.
First Hawaiian Bank first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and held it in 26 quarters.
First Hawaiian Bank's Schwab US Mid-Cap ETF position peaked at $3M in Q2 2021.
911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on First Hawaiian Bank's 13F filing for Q1 2025, filed 3 Apr 2025.