CAP Partners LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CAP Partners LLC’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
2025 Q3	$849K	Buy
2025 Q2	$803K	Sell
2025 Q1	$763K	Sell
2024 Q4	$810K	Buy
2024 Q3	$809K	Sell
2024 Q2	$775K	Sell
2024 Q1	$841K	Buy
2023 Q4	$768K	Buy