Greenleaf Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Greenleaf 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 Q2	$765K	Sell	20,749 -1,544	-7%	-$53.1K	0.01%	425
2026 Q1	$690K	Sell	22,293 -300	-1%	-$9.55K	0.01%	419
2025 Q4	$679K	Hold	22,593	–	–	0.01%	424
2025 Q3	$670K	Sell	22,593 -12,414	-35%	-$361K	0.01%	435
2025 Q2	$982K	Sell	35,007 -3,208	-8%	-$84.6K	0.01%	318
2025 Q1	$1M	Buy	38,215 +2,007	+6%	+$55.9K	0.01%	325
2024 Q4	$1M	Buy	36,208 +3,286	+10%	+$93.6K	0.01%	323
2024 Q3	$912K	Buy	32,922 +822	+3%	+$21.9K	0.01%	356
2024 Q2	$833K	Buy	32,100 +1,206	+4%	+$31.6K	0.01%	343
2024 Q1	$839K	Hold	30,894	–	–	0.01%	336
2023 Q4	$776K	Hold	30,894	–	–	0.01%	337
2023 Q3	$697K	Hold	30,894	–	–	0.01%	343
2023 Q2	$731K	Hold	30,894	–	–	0.01%	352
2023 Q1	$699K	Hold	30,894	–	–	0.01%	363
2022 Q4	$676K	Hold	30,894	–	–	0.01%	362
2022 Q3	$623K	Hold	30,894	–	–	0.01%	346
2022 Q2	$646K	Hold	30,894	–	–	0.01%	323
2022 Q1	$781K	Hold	30,894	–	–	0.01%	299
2021 Q4	$828K	Hold	30,894	–	–	0.01%	293
2021 Q3	$789K	Buy	30,894 +18,480	+149%	+$483K	0.01%	278
2021 Q2	$324K	Hold	12,414	–	–	﹤0.01%	545
2021 Q1	$308K	Buy	+12,414	New	+$301K	﹤0.01%	535

Other funds holding SCHM

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

FFA

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

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

SFG

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Greenleaf Trust's SCHM Position: Q2 2026 in Review

Greenleaf Trust reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.9% in Q2 2026, selling an estimated $53.1K and leaving 20,749 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #425.

Greenleaf Trust first reported a position in SCHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1M in Q4 2024. 278 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Greenleaf Trust held 20,749 shares of Schwab US Mid-Cap ETF worth $765K as of Q2 2026.
Greenleaf Trust sold 1,544 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $53.1K.
Schwab US Mid-Cap ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #425 holding.
Greenleaf Trust first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Greenleaf Trust's Schwab US Mid-Cap ETF position peaked at $1M in Q4 2024.
278 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.