Parkside Financial Bank & Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Buy |
32,561
+2,561
| +9% | +$88.1K | 0.08% | 159 |
|
|
2026
Q1 | $929K | Hold |
30,000
| – | – | 0.07% | 169 |
|
|
2025
Q4 | $902K | Hold |
30,000
| – | – | 0.07% | 163 |
|
|
2025
Q3 | $889K | Hold |
30,000
| – | – | 0.07% | 166 |
|
|
2025
Q2 | $842K | Hold |
30,000
| – | – | 0.09% | 167 |
|
|
2025
Q1 | $786K | Buy |
30,000
+2,259
| +8% | +$62.9K | 0.1% | 155 |
|
|
2024
Q4 | $769K | Hold |
27,741
| – | – | 0.1% | 149 |
|
|
2024
Q3 | $768K | Hold |
27,741
| – | – | 0.11% | 146 |
|
|
2024
Q2 | $720K | Hold |
27,741
| – | – | 0.11% | 139 |
|
|
2024
Q1 | $753K | Hold |
27,741
| – | – | 0.12% | 144 |
|
|
2023
Q4 | $696K | Hold |
27,741
| – | – | 0.13% | 136 |
|
|
2023
Q3 | $626K | Sell |
27,741
-1,341
| -5% | -$31.8K | 0.14% | 109 |
|
|
2023
Q2 | $689K | Sell |
29,082
-1,803
| -6% | -$40.6K | 0.16% | 103 |
|
|
2023
Q1 | $699K | Buy |
30,885
+1,803
| +6% | +$41.5K | 0.19% | 94 |
|
|
2022
Q4 | $636K | Hold |
29,082
| – | – | 0.18% | 99 |
|
|
2022
Q3 | $587K | Hold |
29,082
| – | – | 0.19% | 92 |
|
|
2022
Q2 | $608K | Buy |
29,082
+888
| +3% | +$20.5K | 0.19% | 94 |
|
|
2022
Q1 | $713K | Hold |
28,194
| – | – | 0.19% | 82 |
|
|
2021
Q4 | $756K | Hold |
28,194
| – | – | 0.19% | 88 |
|
|
2021
Q3 | $720K | Hold |
28,194
| – | – | 0.21% | 72 |
|
|
2021
Q2 | $736K | Sell |
28,194
-3,816
| -12% | -$98.6K | 0.21% | 72 |
|
|
2021
Q1 | $794K | Sell |
32,010
-1,524
| -5% | -$37K | 0.24% | 63 |
|
|
2020
Q4 | $762K | Hold |
33,534
| – | – | 0.24% | 64 |
|
|
2020
Q3 | $620K | Sell |
33,534
-2,985
| -8% | -$55.3K | 0.22% | 71 |
|
|
2020
Q2 | $641K | Hold |
36,519
| – | – | 0.21% | 72 |
|
|
2020
Q1 | $513K | Hold |
36,519
| – | – | 0.19% | 71 |
|
|
2019
Q4 | $732K | Hold |
36,519
| – | – | 0.21% | 70 |
|
|
2019
Q3 | $688K | Sell |
36,519
-243
| -0.7% | -$4.59K | 0.22% | 71 |
|
|
2019
Q2 | $700K | Sell |
36,762
-57
| -0.2% | -$1.07K | 0.23% | 66 |
|
|
2019
Q1 | $680K | Sell |
36,819
-420
| -1% | -$7.5K | 0.23% | 70 |
|
|
2018
Q4 | $595K | Sell |
37,239
-102
| -0.3% | -$1.78K | 0.21% | 72 |
|
|
2018
Q3 | $720K | Buy |
+37,341
| New | +$711K | 0.25% | 68 |
|
|
2017
Q3 | – | Sell |
-1,698
| Closed | -$27K | – | 1509 |
|
|
2017
Q2 | $27K | Buy |
1,698
+45
| +3% | +$715 | 0.01% | 465 |
|
|
2017
Q1 | $26K | Buy |
+1,653
| New | +$25.8K | 0.01% | 461 |
|
|
2015
Q4 | – | Sell |
-3,414
| Closed | -$44K | – | 1117 |
|
|
2015
Q3 | $44K | Buy |
+3,414
| New | +$47.4K | 0.03% | 330 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Parkside Financial Bank & Trust's SCHM Position: Q2 2026 in Review
Parkside Financial Bank & Trust increased its Schwab US Mid-Cap ETF (SCHM) stake by 8.5% in Q2 2026, buying an estimated $88.1K and bringing the position to 32,561 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #159.
Parkside Financial Bank & Trust first reported a position in SCHM in Q3 2015 and has held it in 35 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Parkside Financial Bank & Trust held 32,561 shares of Schwab US Mid-Cap ETF worth $1.2M as of Q2 2026.
- Parkside Financial Bank & Trust bought 2,561 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $88.1K.
- Schwab US Mid-Cap ETF made up 0.08% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #159 holding.
- Parkside Financial Bank & Trust first reported a position in Schwab US Mid-Cap ETF in Q3 2015 and has held it in 35 quarters since.
- 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.