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

Midwest 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 		$705K Sell
19,109
-195
-1% -$6.71K 0.01% 398
2026
Q1 		$598K Hold
19,304
– – 0.01% 411
2025
Q4 		$580K Hold
19,304
– – 0.01% 411
2025
Q3 		$572K Sell
19,304
-111
-0.6% -$3.23K 0.01% 410
2025
Q2 		$545K Buy
+19,415
New +$512K 0.01% 406

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 $104B AUM 28.3% 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

Midwest Trust's SCHM Position: Q2 2026 in Review

Midwest Trust reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1% in Q2 2026, selling an estimated $6.71K and leaving 19,109 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #398.

Midwest Trust first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Midwest Trust held 19,109 shares of Schwab US Mid-Cap ETF worth $705K as of Q2 2026.
  • Midwest Trust sold 195 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $6.71K.
  • Schwab US Mid-Cap ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #398 holding.
  • Midwest Trust first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.