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 Q3	$995K	Buy	29,246 +822	+3%	+$29.1K	0.46%	55
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%	-$18K	0.6%	42
2024 Q2	$775K	Sell	29,886 -1,110	-4%	-$29K	0.63%	39
2024 Q1	$841K	Buy	30,996 +387	+1%	+$9.9K	0.74%	36
2023 Q4	$768K	Buy	+30,609	New	+$701K	0.76%	32

Other funds holding SCHM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

CAP Partners LLC's SCHM Position: Q3 2026 in Review

CAP Partners LLC increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q3 2026, buying an estimated $29.1K and bringing the position to 29,246 shares worth $995K. The position accounts for 0.46% of the portfolio, ranked #55.

CAP Partners LLC first reported a position in SCHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2026. 289 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

CAP Partners LLC held 29,246 shares of Schwab US Mid-Cap ETF worth $995K as of Q3 2026.
CAP Partners LLC bought 822 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $29.1K.
Schwab US Mid-Cap ETF made up 0.46% of CAP Partners LLC's portfolio in Q3 2026, its #55 holding.
CAP Partners LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
CAP Partners LLC's Schwab US Mid-Cap ETF position peaked at $1.05M in Q2 2026.
289 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.