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TCTC Holdings’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TCTC Holdings’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
-6
Closed -$180 – 513
2025
Q4 		$180 Hold
6
– – ﹤0.01% 613
2025
Q3 		$178 Hold
6
– – ﹤0.01% 609
2025
Q2 		$168 Hold
6
– – ﹤0.01% 642
2025
Q1 		$157 Hold
6
– – ﹤0.01% 680
2024
Q4 		$166 Hold
6
– – ﹤0.01% 712
2024
Q3 		$166 Hold
6
– – ﹤0.01% 525
2024
Q2 		$156 Buy
+6
New +$157 ﹤0.01% 535

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MGIA
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AA
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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
Jones Financial Companies
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LWMT
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Wealth Enhancement Advisory Services
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TCTC Holdings's SCHM Position: Q1 2026 in Review

TCTC Holdings sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 6 shares — an estimated $180 sold.

TCTC Holdings first reported a position in SCHM in Q2 2024 and held it in 7 quarters. The position peaked at $180 in Q4 2025. 1,018 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • TCTC Holdings reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • TCTC Holdings sold 6 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $180.
  • TCTC Holdings first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 7 quarters.
  • TCTC Holdings's Schwab US Mid-Cap ETF position peaked at $180 in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.