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Synovus Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Synovus Financial’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
2025
Q3 		$658K Sell
22,185
-491
-2% -$14.3K 0.01% 615
2025
Q2 		$636K Buy
22,676
+5
+0% +$132 0.01% 602
2025
Q1 		$594K Buy
22,671
+56
+0.2% +$1.56K 0.01% 612
2024
Q4 		$627K Sell
22,615
-23,135
-51% -$659K 0.01% 583
2024
Q3 		$1.27M Buy
45,750
+22,878
+100% +$608K 0.01% 458
2024
Q2 		$593K Sell
22,872
-621
-3% -$16.2K 0.01% 579
2024
Q1 		$639K Sell
23,493
-726
-3% -$18.5K 0.01% 564
2023
Q4 		$609K Sell
24,219
-549
-2% -$12.6K 0.01% 564
2023
Q3 		$559K Sell
24,768
-1,683
-6% -$39.9K 0.01% 586
2023
Q2 		$626K Buy
26,451
+3,015
+13% +$67.9K 0.01% 549
2023
Q1 		$530K Sell
23,436
-1,152
-5% -$26.5K 0.01% 594
2022
Q4 		$538K Sell
24,588
-108
-0.4% -$2.37K 0.01% 598
2022
Q3 		$499K Buy
24,696
+135
+0.5% +$3.01K 0.01% 581
2022
Q2 		$515K Sell
24,561
-4,995
-17% -$115K 0.01% 580
2022
Q1 		$745K Sell
29,556
-81
-0.3% -$2.03K 0.01% 500
2021
Q4 		$795K Buy
29,637
+663
+2% +$17.7K 0.01% 512
2021
Q3 		$742K Sell
28,974
-219
-0.8% -$5.72K 0.01% 509
2021
Q2 		$760K Buy
+29,193
New +$754K 0.01% 505
2021
Q1 		– Sell
-28,590
Closed -$650K – 784
2020
Q4 		$650K Sell
28,590
-27
-0.1% -$563 0.01% 483
2020
Q3 		$528K Buy
+28,617
New +$530K 0.01% 478
2020
Q2 		– Sell
-2,838
Closed -$40K – 2052
2020
Q1 		$40K Buy
+2,838
New +$52K ﹤0.01% 1175
2019
Q3 		– Sell
-213
Closed -$4K – 1464
2019
Q2 		$4K Hold
213
– – ﹤0.01% 1259
2019
Q1 		$4K Buy
+213
New +$3.81K ﹤0.01% 1268
2017
Q3 		– Sell
-1,125
Closed -$18K – 715
2017
Q2 		$18K Buy
+1,125
New +$17.9K ﹤0.01% 707

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Synovus Financial's SCHM Position: Q3 2025 in Review

Synovus Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.2% in Q3 2025, selling an estimated $14.3K and leaving 22,185 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #615.

Synovus Financial first reported a position in SCHM in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.27M in Q3 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Synovus Financial held 22,185 shares of Schwab US Mid-Cap ETF worth $658K as of Q3 2025.
  • Synovus Financial sold 491 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $14.3K.
  • Schwab US Mid-Cap ETF made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #615 holding.
  • Synovus Financial first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 24 quarters since.
  • Synovus Financial's Schwab US Mid-Cap ETF position peaked at $1.27M in Q3 2024.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.