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

Trust Company’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 		$811 Buy
22
+6
+38% +$207 ﹤0.01% 637
2026
Q1 		$495 Buy
16
+4
+33% +$127 ﹤0.01% 714
2025
Q4 		$361 Buy
+12
New +$358 ﹤0.01% 784

Other funds holding SCHM

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
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
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

Trust Company's SCHM Position: Q2 2026 in Review

Trust Company increased its Schwab US Mid-Cap ETF (SCHM) stake by 38% in Q2 2026, buying an estimated $207 and bringing the position to 22 shares worth $811. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Trust Company first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Trust Company held 22 shares of Schwab US Mid-Cap ETF worth $811 as of Q2 2026.
  • Trust Company bought 6 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $207.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #637 holding.
  • Trust Company first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.