Trust Company of Vermont’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Trust Company of Vermont’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 Q4	$28.5K	Hold	947	–	–	﹤0.01%	680
2025 Q3	$28.1K	Sell	947 -2,044	-68%	-$59.5K	﹤0.01%	674
2025 Q2	$83.9K	Hold	2,991	–	–	﹤0.01%	469
2025 Q1	$78.4K	Buy	2,991 +32	+1%	+$891	﹤0.01%	453
2024 Q4	$82K	Sell	2,959 -2,045	-41%	-$58.3K	﹤0.01%	453
2024 Q3	$139K	Buy	5,004 +4,089	+447%	+$109K	0.01%	370
2024 Q2	$23.7K	Hold	915	–	–	﹤0.01%	581
2024 Q1	$24.8K	Buy	+915	New	+$23.3K	﹤0.01%	581
2022 Q4	–	Sell	-684	Closed	-$14K	–	965
2022 Q3	$14K	Buy	+684	New	+$15.3K	﹤0.01%	655
2020 Q4	–	Sell	-129	Closed	-$2K	–	782
2020 Q3	$2K	Hold	129	–	–	﹤0.01%	707
2020 Q2	$2K	Sell	129 -39	-23%	-$636	﹤0.01%	729
2020 Q1	$2K	Hold	168	–	–	﹤0.01%	823
2019 Q4	$3K	Hold	168	–	–	﹤0.01%	850
2019 Q3	$3K	Hold	168	–	–	﹤0.01%	901
2019 Q2	$3K	Hold	168	–	–	﹤0.01%	915
2019 Q1	$3K	Hold	168	–	–	﹤0.01%	870
2018 Q4	$3K	Hold	168	–	–	﹤0.01%	899
2018 Q3	$3K	Hold	168	–	–	﹤0.01%	975
2018 Q2	$3K	Hold	168	–	–	﹤0.01%	1010
2018 Q1	$3K	Hold	168	–	–	﹤0.01%	883
2017 Q4	$3K	Buy	+168	New	+$2.9K	﹤0.01%	904

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Trust Company of Vermont's SCHM Position: Q4 2025 in Review

Trust Company of Vermont held its Schwab US Mid-Cap ETF (SCHM) position steady in Q4 2025 at 947 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Trust Company of Vermont first reported a position in SCHM in Q4 2017 and has held it in 21 quarters since. The position peaked at $139K in Q3 2024. 996 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

Trust Company of Vermont held 947 shares of Schwab US Mid-Cap ETF worth $28.5K as of Q4 2025.
Trust Company of Vermont left its Schwab US Mid-Cap ETF share count unchanged in Q4 2025.
Schwab US Mid-Cap ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #680 holding.
Trust Company of Vermont first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 21 quarters since.
Trust Company of Vermont's Schwab US Mid-Cap ETF position peaked at $139K in Q3 2024.
996 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.