Old Point Trust & Financial Services N A’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Old Point Trust & Financial Services N A’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	$4.65K	Hold	126	–	–	﹤0.01%	295
2026 Q1	$3.9K	Hold	126	–	–	﹤0.01%	293
2025 Q4	$3.79K	Hold	126	–	–	﹤0.01%	306
2025 Q3	$3.73K	Hold	126	–	–	﹤0.01%	292
2025 Q2	$3.53K	Hold	126	–	–	﹤0.01%	304
2025 Q1	$3.3K	Hold	126	–	–	﹤0.01%	327
2024 Q4	$3.49K	Buy	+126	New	+$3.59K	﹤0.01%	316

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Old Point Trust & Financial Services N A's SCHM Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 126 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Old Point Trust & Financial Services N A first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Old Point Trust & Financial Services N A held 126 shares of Schwab US Mid-Cap ETF worth $4.65K as of Q2 2026.
Old Point Trust & Financial Services N A left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #295 holding.
Old Point Trust & Financial Services N A first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.