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LCNB Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

LCNB Corp’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 		$283K Hold
7,680
– – 0.09% 159
2026
Q1 		$238K Hold
7,680
– – 0.08% 172
2025
Q4 		$231K Hold
7,680
– – 0.08% 176
2025
Q3 		$228K Hold
7,680
– – 0.08% 170
2025
Q2 		$215K Hold
7,680
– – 0.08% 175
2025
Q1 		$201K Hold
7,680
– – 0.07% 185
2024
Q4 		$213K Hold
7,680
– – 0.08% 174
2024
Q3 		$213K Buy
+7,680
New +$204K 0.08% 179
2024
Q2 		– Sell
-7,680
Closed -$208K – 180
2024
Q1 		$208K Buy
+7,680
New +$196K 0.08% 178

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

LCNB Corp's SCHM Position: Q2 2026 in Review

LCNB Corp held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 7,680 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #159.

LCNB Corp first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • LCNB Corp held 7,680 shares of Schwab US Mid-Cap ETF worth $283K as of Q2 2026.
  • LCNB Corp left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.09% of LCNB Corp's portfolio in Q2 2026, its #159 holding.
  • LCNB Corp first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on LCNB Corp's 13F filing for Q2 2026, filed 10 Aug 2026.