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

Trust Point Inc’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 		$9.11M Buy
247,145
+1,777
+0.7% +$61.2K 0.77% 21
2026
Q1 		$7.6M Sell
245,368
-48,115
-16% -$1.53M 0.66% 22
2025
Q4 		$8.83M Buy
293,483
+5,760
+2% +$172K 0.7% 21
2025
Q3 		$8.53M Sell
287,723
-5,581
-2% -$162K 0.69% 20
2025
Q2 		$8.23M Sell
293,304
-189,842
-39% -$5.01M 0.78% 17
2025
Q1 		$12.7M Buy
483,146
+458
+0.1% +$12.8K 1.15% 12
2024
Q4 		$13.4M Sell
482,688
-195,597
-29% -$5.57M 0.93% 15
2024
Q3 		$18.8M Buy
678,285
+19,833
+3% +$527K 1.41% 10
2024
Q2 		$17.1M Buy
658,452
+10,113
+2% +$265K 1.37% 11
2024
Q1 		$17.6M Sell
648,339
-13,212
-2% -$337K 1.38% 9
2023
Q4 		$16.6M Buy
+661,551
New +$15.2M 1.37% 8

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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 $103B AUM 28.65% 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 Point Inc's SCHM Position: Q2 2026 in Review

Trust Point Inc increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.72% in Q2 2026, buying an estimated $61.2K and bringing the position to 247,145 shares worth $9.11M. The position accounts for 0.77% of the portfolio, ranked #21.

Trust Point Inc first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.8M in Q3 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Trust Point Inc held 247,145 shares of Schwab US Mid-Cap ETF worth $9.11M as of Q2 2026.
  • Trust Point Inc bought 1,777 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $61.2K.
  • Schwab US Mid-Cap ETF made up 0.77% of Trust Point Inc's portfolio in Q2 2026, its #21 holding.
  • Trust Point Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Schwab US Mid-Cap ETF position peaked at $18.8M in Q3 2024.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.