Capital Insight Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Capital Insight Partners’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 Q4	–	Sell	-6,935	Closed	-$206K	–	158
2025 Q3	$206K	Buy	+6,935	New	+$202K	0.03%	163
2024 Q4	–	Sell	-7,299	Closed	-$202K	–	161
2024 Q3	$202K	Buy	+7,299	New	+$194K	0.04%	156
2022 Q2	–	Sell	-8,553	Closed	-$216K	–	163
2022 Q1	$216K	Buy	8,553 +201	+2%	+$5.04K	0.04%	161
2021 Q4	$224K	Sell	8,352 -2,091	-20%	-$55.8K	0.05%	144
2021 Q3	$267K	Buy	10,443 +1,041	+11%	+$27.2K	0.06%	139
2021 Q2	$245K	Hold	9,402	–	–	0.06%	140
2021 Q1	$233K	Sell	9,402 -2,442	-21%	-$59.2K	0.06%	138
2020 Q4	$269K	Sell	11,844 -33	-0.3%	-$688	0.07%	133
2020 Q3	$220K	Sell	11,877 -2,430	-17%	-$45K	0.06%	136
2020 Q2	$251K	Buy	+14,307	New	+$233K	0.08%	133

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capital Insight Partners's SCHM Position: Q4 2025 in Review

Capital Insight Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 6,935 shares — an estimated $206K sold.

Capital Insight Partners first reported a position in SCHM in Q2 2020 and held it in 10 quarters. The position peaked at $269K in Q4 2020. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

Capital Insight Partners reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Capital Insight Partners sold 6,935 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $206K.
Capital Insight Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and held it in 10 quarters.
Capital Insight Partners's Schwab US Mid-Cap ETF position peaked at $269K in Q4 2020.
995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.