TIAA Trust, National Association
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TIAA Trust, National Association’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TIAA Trust, National Association’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
-9,836
Closed -$296K – 612
2025
Q4 		$296K Buy
9,836
+486
+5% +$14.5K ﹤0.01% 586
2025
Q3 		$277K Buy
+9,350
New +$272K ﹤0.01% 605

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TIAA Trust, National Association's SCHM Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 9,836 shares — an estimated $296K sold.

TIAA Trust, National Association first reported a position in SCHM in Q3 2025 and held it in 2 quarters. The position peaked at $296K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 9,836 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $296K.
  • TIAA Trust, National Association first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • TIAA Trust, National Association's Schwab US Mid-Cap ETF position peaked at $296K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.