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Hickory Point Bank & Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hickory Point Bank & 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 		$79.1K Hold
2,145
– – 0.05% 189
2026
Q1 		$66.4K Buy
+2,145
New +$68.3K 0.04% 198

Other funds holding SCHM

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Hickory Point Bank & Trust's SCHM Position: Q2 2026 in Review

Hickory Point Bank & Trust held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 2,145 shares worth $79.1K. The position accounts for 0.05% of the portfolio, ranked #189.

Hickory Point Bank & Trust first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Hickory Point Bank & Trust held 2,145 shares of Schwab US Mid-Cap ETF worth $79.1K as of Q2 2026.
  • Hickory Point Bank & Trust left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.05% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #189 holding.
  • Hickory Point Bank & Trust first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.