First National Bank of Omaha’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First National Bank of Omaha’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	$365K	Sell	10,000 -2,000	-17%	-$68.8K	0.01%	443
2026 Q1	$360K	Hold	12,000	–	–	0.01%	438
2025 Q4	$365K	Buy	+12,000	New	+$358K	0.01%	441

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First National Bank of Omaha's SCHM Position: Q2 2026 in Review

First National Bank of Omaha reduced its Schwab US Mid-Cap ETF (SCHM) stake by 17% in Q2 2026, selling an estimated $68.8K and leaving 10,000 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #443.

First National Bank of Omaha first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $365K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

First National Bank of Omaha held 10,000 shares of Schwab US Mid-Cap ETF worth $365K as of Q2 2026.
First National Bank of Omaha sold 2,000 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $68.8K.
Schwab US Mid-Cap ETF made up 0.01% of First National Bank of Omaha's portfolio in Q2 2026, its #443 holding.
First National Bank of Omaha first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
First National Bank of Omaha's Schwab US Mid-Cap ETF position peaked at $365K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.