Midwest Trust
SCHM icon

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
Q3 		$915K Buy
26,899
+7,790
+41% +$276K 0.01% 375
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

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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
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Financial Solutions Advisory Group
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Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Midwest Trust's SCHM Position: Q3 2026 in Review

Midwest Trust increased its Schwab US Mid-Cap ETF (SCHM) stake by 41% in Q3 2026, buying an estimated $276K and bringing the position to 26,899 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #375.

Midwest Trust first reported a position in SCHM in Q2 2025 and has held it in 6 quarters since. 528 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Midwest Trust held 26,899 shares of Schwab US Mid-Cap ETF worth $915K as of Q3 2026.
  • Midwest Trust bought 7,790 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $276K.
  • Schwab US Mid-Cap ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #375 holding.
  • Midwest Trust first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.