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

Washington Trust’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	$501K	Buy	13,583 +63	+0.5%	+$2.17K	0.02%	219
2026 Q1	$419K	Buy	+13,520	New	+$430K	0.01%	222
2025 Q2	–	Sell	-750	Closed	-$19.6K	–	629
2025 Q1	$19.6K	Hold	750	–	–	﹤0.01%	528
2024 Q4	$20.8K	Hold	750	–	–	﹤0.01%	572
2024 Q3	$20.8K	Hold	750	–	–	﹤0.01%	576
2024 Q2	$19.5K	Hold	750	–	–	﹤0.01%	583
2024 Q1	$20.4K	Sell	750 -63	-8%	-$1.61K	﹤0.01%	577
2023 Q4	$20.4K	Hold	813	–	–	﹤0.01%	556
2023 Q3	$18.3K	Hold	813	–	–	﹤0.01%	545
2023 Q2	$19.2K	Hold	813	–	–	﹤0.01%	567
2023 Q1	$18.4K	Hold	813	–	–	﹤0.01%	582
2022 Q4	$17.8K	Buy	+813	New	+$17.8K	﹤0.01%	573
2020 Q2	–	Sell	-78	Closed	-$1K	–	976
2020 Q1	$1K	Buy	+78	New	+$1.43K	﹤0.01%	912

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Washington Trust's SCHM Position: Q2 2026 in Review

Washington Trust increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.47% in Q2 2026, buying an estimated $2.17K and bringing the position to 13,583 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #219.

Washington Trust first reported a position in SCHM in Q1 2020 and has held it in 13 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Washington Trust held 13,583 shares of Schwab US Mid-Cap ETF worth $501K as of Q2 2026.
Washington Trust bought 63 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.17K.
Schwab US Mid-Cap ETF made up 0.02% of Washington Trust's portfolio in Q2 2026, its #219 holding.
Washington Trust first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 13 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.