CPL
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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
2026
Q2 		$1.05M Sell
28,424
-211
-0.7% -$7.26K 0.51% 47
2026
Q1 		$887K Buy
28,635
+6
+0% +$191 0.5% 49
2025
Q4 		$861K Sell
28,629
-16
-0.1% -$477 0.49% 51
2025
Q3 		$849K Buy
28,645
+14
+0% +$408 0.48% 55
2025
Q2 		$803K Sell
28,631
-501
-2% -$13.2K 0.51% 52
2025
Q1 		$763K Sell
29,132
-84
-0.3% -$2.34K 0.55% 45
2024
Q4 		$810K Buy
29,216
+5
+0% +$142 0.57% 44
2024
Q3 		$809K Sell
29,211
-675
-2% -$17.9K 0.6% 42
2024
Q2 		$775K Sell
29,886
-1,110
-4% -$29K 0.63% 39
2024
Q1 		$841K Buy
30,996
+387
+1% +$9.87K 0.74% 36
2023
Q4 		$768K Buy
+30,609
New +$701K 0.76% 32

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 $104B AUM 28.3% 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

CAP Partners LLC's SCHM Position: Q2 2026 in Review

CAP Partners LLC reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.74% in Q2 2026, selling an estimated $7.26K and leaving 28,424 shares worth $1.05M. The position accounts for 0.51% of the portfolio, ranked #47.

CAP Partners LLC first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • CAP Partners LLC held 28,424 shares of Schwab US Mid-Cap ETF worth $1.05M as of Q2 2026.
  • CAP Partners LLC sold 211 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.26K.
  • Schwab US Mid-Cap ETF made up 0.51% of CAP Partners LLC's portfolio in Q2 2026, its #47 holding.
  • CAP Partners LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.