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

Whittier 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 		$8.53M Sell
236,360
-1,309
-0.6% -$45.1K 0.08% 167
2026
Q1 		$7.48M Sell
237,669
-44,827
-16% -$1.43M 0.08% 164
2025
Q4 		$8.87M Sell
282,496
-99
-0% -$2.95K 0.1% 156
2025
Q3 		$8.49M Buy
282,595
+11,114
+4% +$324K 0.1% 158
2025
Q2 		$7.61M Buy
271,481
+32,026
+13% +$845K 0.09% 173
2025
Q1 		$6.27M Hold
239,455
– – 0.09% 181
2024
Q4 		$6.63M Buy
239,455
+595
+0.2% +$17K 0.09% 177
2024
Q3 		$6.62M Hold
238,860
– – 0.09% 178
2024
Q2 		$6.2M Hold
238,860
– – 0.09% 180
2024
Q1 		$6.48M Hold
238,860
– – 0.09% 177
2023
Q4 		$6M Buy
238,860
+218,334
+1,064% +$5M 0.1% 177
2023
Q3 		$463K Sell
20,526
-84
-0.4% -$1.99K 0.01% 478
2023
Q2 		$488K Sell
20,610
-8,166
-28% -$184K 0.01% 458
2023
Q1 		$651K Sell
28,776
-15,402
-35% -$355K 0.01% 426
2022
Q4 		$966K Buy
44,178
+42,477
+2,497% +$931K 0.02% 360
2022
Q3 		$34K Sell
1,701
-1,215
-42% -$27.1K ﹤0.01% 1045
2022
Q2 		$61K Sell
2,916
-2,595
-47% -$59.9K ﹤0.01% 921
2022
Q1 		$139K Buy
5,511
+3,810
+224% +$95.5K ﹤0.01% 746
2021
Q4 		$46K Hold
1,701
– – ﹤0.01% 998
2021
Q3 		$43K Hold
1,701
– – ﹤0.01% 971
2021
Q2 		$44K Hold
1,701
– – ﹤0.01% 984
2021
Q1 		$42K Hold
1,701
– – ﹤0.01% 975
2020
Q4 		$39K Buy
+1,701
New +$35.5K ﹤0.01% 906
2019
Q1 		– Sell
-154,050
Closed -$2.46M – 1488
2018
Q4 		$2.46M Buy
+154,050
New +$2.69M 0.08% 193

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

Whittier Trust's SCHM Position: Q2 2026 in Review

Whittier Trust reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.55% in Q2 2026, selling an estimated $45.1K and leaving 236,360 shares worth $8.53M. The position accounts for 0.08% of the portfolio, ranked #167.

Whittier Trust first reported a position in SCHM in Q4 2018 and has held it in 24 quarters since. The position peaked at $8.87M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Whittier Trust held 236,360 shares of Schwab US Mid-Cap ETF worth $8.53M as of Q2 2026.
  • Whittier Trust sold 1,309 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $45.1K.
  • Schwab US Mid-Cap ETF made up 0.08% of Whittier Trust's portfolio in Q2 2026, its #167 holding.
  • Whittier Trust first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Whittier Trust's Schwab US Mid-Cap ETF position peaked at $8.87M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.