National Bank of Canada
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National Bank of Canada’s Schwab US Mid-Cap ETF SCHM Stock Holding History

National Bank of Canada’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 		$16.6K Hold
450
– – ﹤0.01% 2292
2026
Q1 		$13.9K Hold
450
– – ﹤0.01% 2252
2025
Q4 		$13.5K Hold
450
– – ﹤0.01% 2248
2025
Q3 		$13.3K Sell
450
-201
-31% -$5.85K ﹤0.01% 2252
2025
Q2 		$18.3K Hold
651
– – ﹤0.01% 2196
2025
Q1 		$17K Hold
651
– – ﹤0.01% 2125
2024
Q4 		$18K Hold
651
– – ﹤0.01% 2200
2024
Q3 		$6.01K Sell
651
-17,514
-96% -$466K ﹤0.01% 2171
2024
Q2 		$480K Buy
18,165
+7,650
+73% +$200K ﹤0.01% 1179
2024
Q1 		$249K Hold
10,515
– – ﹤0.01% 1382
2023
Q4 		$248K Hold
10,515
– – ﹤0.01% 1396
2023
Q3 		$247K Buy
10,515
+5,691
+118% +$135K ﹤0.01% 1451
2023
Q2 		$115K Buy
4,824
+540
+13% +$12.2K ﹤0.01% 1564
2023
Q1 		$94.8K Buy
4,284
+3,834
+852% +$88.3K ﹤0.01% 1545
2022
Q4 		$9.83K Hold
450
– – ﹤0.01% 2182
2022
Q3 		$9K Sell
450
-741,792
-100% -$16.5M ﹤0.01% 2220
2022
Q2 		$15.5M Buy
742,242
+12,480
+2% +$288K 0.07% 298
2022
Q1 		$18.5M Buy
729,762
+24,228
+3% +$607K 0.05% 315
2021
Q4 		$18.9M Buy
+705,534
New +$18.8M 0.06% 245

Other funds holding SCHM

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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

National Bank of Canada's SCHM Position: Q2 2026 in Review

National Bank of Canada held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 450 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

National Bank of Canada first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.9M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • National Bank of Canada held 450 shares of Schwab US Mid-Cap ETF worth $16.6K as of Q2 2026.
  • National Bank of Canada left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q2 2026, its #2292 holding.
  • National Bank of Canada first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • National Bank of Canada's Schwab US Mid-Cap ETF position peaked at $18.9M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.