Capital Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Capital Investment Advisors’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	$236K	Buy	+6,414	New	+$221K	﹤0.01%	712
2022 Q2	–	Sell	-19,866	Closed	-$502K	–	591
2022 Q1	$502K	Buy	+19,866	New	+$498K	0.02%	356
2020 Q1	–	Sell	-16,197	Closed	-$325K	–	511
2019 Q4	$325K	Sell	16,197 -2,070	-11%	-$40.1K	0.02%	389
2019 Q3	$344K	Buy	18,267 +162	+0.9%	+$3.06K	0.02%	366
2019 Q2	$345K	Sell	18,105 -6	-0%	-$112	0.02%	361
2019 Q1	$334K	Sell	18,111 -1,728	-9%	-$30.9K	0.02%	355
2018 Q4	$317K	Buy	19,839 +2,556	+15%	+$44.7K	0.02%	357
2018 Q3	$333K	Buy	17,283 +354	+2%	+$6.74K	0.02%	371
2018 Q2	$310K	Buy	16,929 +54	+0.3%	+$977	0.02%	384
2018 Q1	$297K	Buy	16,875 +1,239	+8%	+$22.3K	0.02%	392
2017 Q4	$278K	Buy	+15,636	New	+$270K	0.02%	398

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Investment Advisors's SCHM Position: Q2 2026 in Review

Capital Investment Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6,414 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in SCHM as recently as Q1 2022.

Capital Investment Advisors first reported a position in SCHM in Q4 2017 and has held it in 11 quarters since. The position peaked at $502K in Q1 2022. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Capital Investment Advisors held 6,414 shares of Schwab US Mid-Cap ETF worth $236K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Capital Investment Advisors position in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #712 holding.
Capital Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 11 quarters since.
Capital Investment Advisors's Schwab US Mid-Cap ETF position peaked at $502K in Q1 2022.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.