STA
SCHM icon

Summit Trail Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-40,032
Closed -$1.2M – 1484
2025
Q4 		$1.2M Hold
40,032
– – 0.02% 712
2025
Q3 		$1.19M Hold
40,032
– – 0.02% 732
2025
Q2 		$1.12M Buy
+40,032
New +$1.06M 0.02% 435
2024
Q4 		– Sell
-40,035
Closed -$1.11M – 694
2024
Q3 		$1.11M Buy
40,035
+13,542
+51% +$360K 0.03% 247
2024
Q2 		$690K Buy
26,493
+15,246
+136% +$399K 0.02% 306
2024
Q1 		$305K Buy
+11,247
New +$287K 0.01% 454
2019
Q2 		– Sell
-26,931
Closed -$497K – 89
2019
Q1 		$497K Buy
+26,931
New +$481K 0.22% 45
2018
Q2 		– Sell
-27,774
Closed -$503K – 644
2018
Q1 		$503K Buy
+27,774
New +$499K 0.09% 208

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Summit Trail Advisors's SCHM Position: Q1 2026 in Review

Summit Trail Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 40,032 shares — an estimated $1.2M sold.

Summit Trail Advisors first reported a position in SCHM in Q1 2018 and held it in 8 quarters. The position peaked at $1.2M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Summit Trail Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 40,032 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.2M.
  • Summit Trail Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 8 quarters.
  • Summit Trail Advisors's Schwab US Mid-Cap ETF position peaked at $1.2M in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.