SouthState Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SouthState Corp’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	$255K	Buy	6,906 +6	+0.1%	+$207	0.01%	324
2026 Q1	$214K	Buy	6,900 +318	+5%	+$10.1K	0.01%	315
2025 Q4	$198K	Sell	6,582 -2,448	-27%	-$73K	0.01%	321
2025 Q3	$268K	Sell	9,030 -25,124	-74%	-$731K	0.01%	294
2025 Q2	$958K	Sell	34,154 -1,528	-4%	-$40.3K	0.04%	208
2025 Q1	$935K	Buy	+35,682	New	+$994K	0.04%	208
2023 Q2	–	Sell	-900	Closed	-$20.4K	–	640
2023 Q1	$20.4K	Hold	900	–	–	﹤0.01%	441
2022 Q4	$19.7K	Buy	+900	New	+$19.7K	﹤0.01%	470

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

SouthState Corp's SCHM Position: Q2 2026 in Review

SouthState Corp increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.09% in Q2 2026, buying an estimated $207 and bringing the position to 6,906 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #324.

SouthState Corp first reported a position in SCHM in Q4 2022 and has held it in 8 quarters since. The position peaked at $958K in Q2 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

SouthState Corp held 6,906 shares of Schwab US Mid-Cap ETF worth $255K as of Q2 2026.
SouthState Corp bought 6 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $207.
Schwab US Mid-Cap ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #324 holding.
SouthState Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
SouthState Corp's Schwab US Mid-Cap ETF position peaked at $958K in Q2 2025.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.