Bank of Ann Arbor’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bank of Ann Arbor’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	$56.2K	Buy	+1,652	New	+$58.5K	0.01%	300

Other funds holding SCHM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Bank of Ann Arbor's SCHM Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2026: 1,652 shares worth $56.2K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Bank of Ann Arbor held 1,652 shares of Schwab US Mid-Cap ETF worth $56.2K as of Q3 2026.
Schwab US Mid-Cap ETF was a new Bank of Ann Arbor position in Q3 2026.
Schwab US Mid-Cap ETF made up 0.01% of Bank of Ann Arbor's portfolio in Q3 2026, its #300 holding.
961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.