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

First Western Trust 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
2026 Q2	$327K	Buy	+8,858	New	+$305K	0.02%	173

Other funds holding SCHM

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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $253M AUM

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

First Western Trust Bank's SCHM Position: Q2 2026 in Review

First Western Trust Bank opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 8,858 shares worth $327K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings.

525 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

First Western Trust Bank held 8,858 shares of Schwab US Mid-Cap ETF worth $327K as of Q2 2026.
Schwab US Mid-Cap ETF was a new First Western Trust Bank position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #173 holding.
525 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.