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

Heritage 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
Q1 		$529K Hold
17,100
– – 0.05% 207
2025
Q4 		$514K Hold
17,100
– – 0.05% 206
2025
Q3 		$507K Hold
17,100
– – 0.05% 211
2025
Q2 		$480K Hold
17,100
– – 0.06% 213
2025
Q1 		$448K Hold
17,100
– – 0.05% 214
2024
Q4 		$474K Buy
+17,100
New +$487K 0.06% 204
2024
Q2 		$444K Hold
17,100
– – 0.06% 199
2024
Q1 		$464K Hold
17,100
– – 0.06% 194
2023
Q4 		$429K Hold
17,100
– – 0.06% 204
2023
Q3 		$386K Hold
17,100
– – 0.06% 200
2023
Q2 		$405K Buy
+17,100
New +$385K 0.06% 201

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
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

Heritage Trust's SCHM Position: Q1 2026 in Review

Heritage Trust held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 17,100 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #207.

Heritage Trust first reported a position in SCHM in Q2 2023 and has held it in 11 quarters since. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Heritage Trust held 17,100 shares of Schwab US Mid-Cap ETF worth $529K as of Q1 2026.
  • Heritage Trust left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.05% of Heritage Trust's portfolio in Q1 2026, its #207 holding.
  • Heritage Trust first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.