Truist Financial
SCHM icon

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

Truist 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
Q2 		$12.2M Buy
331,564
+5,697
+2% +$196K 0.01% 583
2026
Q1 		$10.1M Buy
325,867
+7,001
+2% +$223K 0.01% 609
2025
Q4 		$9.59M Buy
318,866
+118
+0% +$3.52K 0.01% 619
2025
Q3 		$9.45M Buy
318,748
+4,063
+1% +$118K 0.01% 632
2025
Q2 		$8.83M Buy
314,685
+10,209
+3% +$269K 0.01% 629
2025
Q1 		$7.98M Buy
304,476
+873
+0.3% +$24.3K 0.01% 645
2024
Q4 		$8.41M Buy
303,603
+6,141
+2% +$175K 0.01% 634
2024
Q3 		$8.24M Buy
297,462
+10,638
+4% +$283K 0.01% 655
2024
Q2 		$7.44M Sell
286,824
-1,911
-0.7% -$50K 0.01% 707
2024
Q1 		$7.84M Buy
288,735
+7,521
+3% +$192K 0.01% 712
2023
Q4 		$7.06M Sell
281,214
-1,734
-0.6% -$39.7K 0.01% 735
2023
Q3 		$6.38M Sell
282,948
-49,788
-15% -$1.18M 0.01% 759
2023
Q2 		$7.88M Sell
332,736
-122,838
-27% -$2.77M 0.01% 668
2023
Q1 		$10.3M Sell
455,574
-1,368
-0.3% -$31.5K 0.02% 582
2022
Q4 		$9.99M Buy
456,942
+9,768
+2% +$214K 0.02% 567
2022
Q3 		$9.02M Buy
447,174
+3,921
+0.9% +$87.5K 0.02% 588
2022
Q2 		$9.27M Sell
443,253
-13,983
-3% -$323K 0.02% 594
2022
Q1 		$11.6M Sell
457,236
-858
-0.2% -$21.5K 0.02% 595
2021
Q4 		$12.3M Sell
458,094
-65,352
-12% -$1.74M 0.02% 578
2021
Q3 		$13.4M Buy
523,446
+3,714
+0.7% +$97K 0.02% 538
2021
Q2 		$13.6M Buy
519,732
+22,158
+4% +$572K 0.02% 534
2021
Q1 		$12.3M Buy
497,574
+23,979
+5% +$582K 0.02% 547
2020
Q4 		$10.8M Buy
473,595
+16,584
+4% +$346K 0.02% 574
2020
Q3 		$8.45M Buy
457,011
+17,907
+4% +$332K 0.02% 601
2020
Q2 		$7.7M Buy
439,104
+358,323
+444% +$5.84M 0.02% 598
2020
Q1 		$1.14M Buy
80,781
+18,738
+30% +$343K ﹤0.01% 1214
2019
Q4 		$1.24M Buy
+62,043
New +$1.2M ﹤0.01% 1350

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Truist Financial's SCHM Position: Q2 2026 in Review

Truist Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q2 2026, buying an estimated $196K and bringing the position to 331,564 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #583.

Truist Financial first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.6M in Q2 2021. 708 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Truist Financial held 331,564 shares of Schwab US Mid-Cap ETF worth $12.2M as of Q2 2026.
  • Truist Financial bought 5,697 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $196K.
  • Schwab US Mid-Cap ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #583 holding.
  • Truist Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Schwab US Mid-Cap ETF position peaked at $13.6M in Q2 2021.
  • 708 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.