M&T Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

M&T Bank’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	–	Sell	-13,818	Closed	-$416K	–	1788
2025 Q4	$416K	Hold	13,818	–	–	﹤0.01%	1222
2025 Q3	$410K	Hold	13,818	–	–	﹤0.01%	1064
2025 Q2	$388K	Sell	13,818 -1,443	-9%	-$38.1K	﹤0.01%	1168
2025 Q1	$400K	Hold	15,261	–	–	﹤0.01%	1146
2024 Q4	$423K	Hold	15,261	–	–	﹤0.01%	1231
2024 Q3	$423K	Hold	15,261	–	–	﹤0.01%	1222
2024 Q2	$396K	Hold	15,261	–	–	﹤0.01%	1207
2024 Q1	$414K	Sell	15,261 -600	-4%	-$15.3K	﹤0.01%	1204
2023 Q4	$398K	Buy	15,861 +2,100	+15%	+$48.1K	﹤0.01%	1201
2023 Q3	$310K	Sell	13,761 -2,082	-13%	-$49.3K	﹤0.01%	1262
2023 Q2	$375K	Buy	15,843 +288	+2%	+$6.49K	﹤0.01%	1226
2023 Q1	$352K	Buy	+15,555	New	+$358K	﹤0.01%	1238

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

M&T Bank's SCHM Position: Q1 2026 in Review

M&T Bank sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 13,818 shares — an estimated $416K sold.

M&T Bank first reported a position in SCHM in Q1 2023 and held it in 12 quarters. The position peaked at $423K in Q4 2024. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

M&T Bank reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
M&T Bank sold 13,818 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $416K.
M&T Bank first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 12 quarters.
M&T Bank's Schwab US Mid-Cap ETF position peaked at $423K in Q4 2024.
1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.