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Scotia Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Scotia Capital’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 		$537K Buy
14,568
+450
+3% +$15.5K ﹤0.01% 684
2026
Q1 		$437K Buy
14,118
+1,737
+14% +$55.3K ﹤0.01% 697
2025
Q4 		$372K Sell
12,381
-115
-0.9% -$3.43K ﹤0.01% 701
2025
Q3 		$370K Buy
12,496
+4,490
+56% +$131K ﹤0.01% 719
2025
Q2 		$225K Sell
8,006
-4,763
-37% -$126K ﹤0.01% 776
2025
Q1 		$335K Sell
12,769
-221
-2% -$6.16K ﹤0.01% 683
2024
Q4 		$360K Buy
12,990
+30
+0.2% +$855 ﹤0.01% 672
2024
Q3 		$359K Buy
12,960
+4,299
+50% +$114K ﹤0.01% 661
2024
Q2 		$225K Buy
8,661
+660
+8% +$17.3K ﹤0.01% 739
2024
Q1 		$217K Buy
+8,001
New +$204K ﹤0.01% 752
2022
Q2 		– Sell
-9,924
Closed -$251K – 898
2022
Q1 		$251K Sell
9,924
-18
-0.2% -$451 ﹤0.01% 765
2021
Q4 		$267K Sell
9,942
-321
-3% -$8.56K ﹤0.01% 757
2021
Q3 		$262K Buy
+10,263
New +$268K ﹤0.01% 755

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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 $104B AUM 28.3% 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

Scotia Capital's SCHM Position: Q2 2026 in Review

Scotia Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.2% in Q2 2026, buying an estimated $15.5K and bringing the position to 14,568 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Scotia Capital first reported a position in SCHM in Q3 2021 and has held it in 13 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Scotia Capital held 14,568 shares of Schwab US Mid-Cap ETF worth $537K as of Q2 2026.
  • Scotia Capital bought 450 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $15.5K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Scotia Capital's portfolio in Q2 2026, its #684 holding.
  • Scotia Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 13 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.