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
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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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: Q1 2026 in Review

CAP Partners LLC increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.02% in Q1 2026, buying an estimated $191 and bringing the position to 28,635 shares worth $887K. The position accounts for 0.5% of the portfolio, ranked #49.

CAP Partners LLC first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • CAP Partners LLC held 28,635 shares of Schwab US Mid-Cap ETF worth $887K as of Q1 2026.
  • CAP Partners LLC bought 6 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $191.
  • Schwab US Mid-Cap ETF made up 0.5% of CAP Partners LLC's portfolio in Q1 2026, its #49 holding.
  • CAP Partners LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.