Tompkins Financial
SCHM icon

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

Tompkins 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
2026
Q3 		$14.3K Buy
420
+67
+19% +$2.37K ﹤0.01% 439
2026
Q2 		$13K Buy
+353
New +$12.1K ﹤0.01% 437

Other funds holding SCHM

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Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Summit Asset Management
Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Tompkins Financial's SCHM Position: Q3 2026 in Review

Tompkins Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 19% in Q3 2026, buying an estimated $2.37K and bringing the position to 420 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Tompkins Financial first reported a position in SCHM in Q2 2026 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Tompkins Financial held 420 shares of Schwab US Mid-Cap ETF worth $14.3K as of Q3 2026.
  • Tompkins Financial bought 67 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $2.37K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #439 holding.
  • Tompkins Financial first reported a position in Schwab US Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.