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Missouri Trust & Investment Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Missouri Trust & Investment Company’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 		$11.3M Sell
364,797
-2,515
-0.7% -$80.1K 3.31% 6
2025
Q4 		$11M Buy
367,312
+38,497
+12% +$1.15M 3.24% 6
2025
Q3 		$9.75M Buy
328,815
+17,344
+6% +$505K 2.88% 6
2025
Q2 		$8.74M Buy
311,471
+7,125
+2% +$188K 2.85% 6
2025
Q1 		$7.97M Buy
304,346
+1,731
+0.6% +$48.2K 2.8% 6
2024
Q4 		$8.39M Buy
302,615
+35,477
+13% +$1.01M 2.94% 6
2024
Q3 		$7.4M Buy
267,138
+73,506
+38% +$1.95M 2.58% 6
2024
Q2 		$5.02M Buy
193,632
+30,501
+19% +$798K 1.89% 8
2024
Q1 		$4.43M Sell
163,131
-30,195
-16% -$770K 1.71% 9
2023
Q4 		$4.85M Buy
193,326
+6,192
+3% +$142K 1.96% 7
2023
Q3 		$4.22M Buy
187,134
+4,260
+2% +$101K 1.9% 7
2023
Q2 		$4.33M Sell
182,874
-20,511
-10% -$462K 2.44% 6
2023
Q1 		$4.6M Buy
203,385
+22,869
+13% +$527K 2.97% 5
2022
Q4 		$3.95M Buy
180,516
+22,443
+14% +$492K 2.37% 5
2022
Q3 		$3.19M Buy
158,073
+10,422
+7% +$233K 2.09% 7
2022
Q2 		$3.09M Buy
147,651
+20,265
+16% +$468K 2.01% 10
2022
Q1 		$3.22M Buy
127,386
+8,985
+8% +$225K 1.89% 10
2021
Q4 		$3.17M Buy
+118,401
New +$3.16M 1.83% 10

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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 $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Missouri Trust & Investment Company's SCHM Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.68% in Q1 2026, selling an estimated $80.1K and leaving 364,797 shares worth $11.3M. The position accounts for 3.31% of the portfolio, ranked #6.

Missouri Trust & Investment Company first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. 1,016 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Missouri Trust & Investment Company held 364,797 shares of Schwab US Mid-Cap ETF worth $11.3M as of Q1 2026.
  • Missouri Trust & Investment Company sold 2,515 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $80.1K.
  • Schwab US Mid-Cap ETF made up 3.31% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #6 holding.
  • Missouri Trust & Investment Company first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.