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Wilmington Savings Fund Society’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wilmington Savings Fund Society’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 		$88.5K Hold
2,400
– – ﹤0.01% 769
2026
Q1 		$74.3K Hold
2,400
– – ﹤0.01% 799
2025
Q4 		$72.2K Hold
2,400
– – ﹤0.01% 807
2025
Q3 		$71.1K Hold
2,400
– – ﹤0.01% 818
2025
Q2 		$67.3K Hold
2,400
– – ﹤0.01% 1144
2025
Q1 		$62.9K Hold
2,400
– – ﹤0.01% 1152
2024
Q4 		$66.5K Hold
2,400
– – ﹤0.01% 1160
2024
Q3 		$66.5K Buy
+2,400
New +$63.8K ﹤0.01% 1134

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

Wilmington Savings Fund Society's SCHM Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 2,400 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Wilmington Savings Fund Society first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Wilmington Savings Fund Society held 2,400 shares of Schwab US Mid-Cap ETF worth $88.5K as of Q2 2026.
  • Wilmington Savings Fund Society left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #769 holding.
  • Wilmington Savings Fund Society first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.