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Capital Analysts LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Capital Analysts 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 		$176K Hold
5,640
– – ﹤0.01% 668
2025
Q4 		$170K Buy
5,640
+1,009
+22% +$30.1K ﹤0.01% 649
2025
Q3 		$137K Buy
4,631
+1,139
+33% +$33.2K ﹤0.01% 660
2025
Q2 		$98K Sell
3,492
-182
-5% -$4.8K ﹤0.01% 676
2025
Q1 		$96K Hold
3,674
– – ﹤0.01% 655
2024
Q4 		$102K Buy
3,674
+1,121
+44% +$31.9K ﹤0.01% 608
2024
Q3 		$71K Buy
2,553
+492
+24% +$13.1K ﹤0.01% 657
2024
Q2 		$53K Buy
2,061
+594
+40% +$15.5K ﹤0.01% 695
2024
Q1 		$40K Buy
+1,467
New +$37.4K ﹤0.01% 715

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

Capital Analysts LLC's SCHM Position: Q1 2026 in Review

Capital Analysts LLC held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 5,640 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Capital Analysts LLC first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Capital Analysts LLC held 5,640 shares of Schwab US Mid-Cap ETF worth $176K as of Q1 2026.
  • Capital Analysts LLC left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #668 holding.
  • Capital Analysts LLC first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.