Capital Planning
SCHM icon

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

Capital Planning’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 		$5.3M Sell
155,877
-3,558
-2% -$126K 1.41% 21
2026
Q2 		$5.88M Sell
159,435
-1,085
-0.7% -$37.3K 1.71% 21
2026
Q1 		$4.97M Buy
160,520
+23,168
+17% +$738K 1.62% 20
2025
Q4 		$4.19M Buy
137,352
+17,238
+14% +$514K 1.17% 26
2025
Q3 		$3.56M Buy
120,114
+874
+0.7% +$25.4K 1.04% 28
2025
Q2 		$3.34M Buy
119,240
+2,203
+2% +$58.1K 1.05% 27
2025
Q1 		$3.07M Buy
117,037
+3,258
+3% +$90.7K 0.86% 32
2024
Q4 		$3.15M Buy
113,779
+13,066
+13% +$372K 0.83% 29
2024
Q3 		$2.79M Buy
100,713
+4,200
+4% +$112K 0.78% 28
2024
Q2 		$2.51M Buy
96,513
+34,263
+55% +$896K 0.75% 30
2024
Q1 		$1.69M Buy
62,250
+7,752
+14% +$198K 0.55% 35
2023
Q4 		$1.37M Buy
54,498
+14,838
+37% +$340K 0.49% 37
2023
Q3 		$895K Buy
39,660
+2,664
+7% +$63.1K 0.35% 45
2023
Q2 		$876K Buy
36,996
+7,035
+23% +$159K 0.34% 44
2023
Q1 		$678K Buy
29,961
+1,746
+6% +$40.2K 0.28% 48
2022
Q4 		$617K Buy
28,215
+7,605
+37% +$167K 0.27% 51
2022
Q3 		$416K Buy
20,610
+7,224
+54% +$161K 0.24% 43
2022
Q2 		$280K Buy
13,386
+1,236
+10% +$28.5K 0.15% 54
2022
Q1 		$307K Sell
12,150
-1,179
-9% -$29.6K 0.12% 53
2021
Q4 		$358K Buy
13,329
+390
+3% +$10.4K 0.13% 58
2021
Q3 		$331K Buy
12,939
+162
+1% +$4.23K 0.14% 60
2021
Q2 		$333K Buy
+12,777
New +$330K 0.14% 58

Other funds holding SCHM

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Capital Planning's SCHM Position: Q3 2026 in Review

Capital Planning reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.2% in Q3 2026, selling an estimated $126K and leaving 155,877 shares worth $5.3M. The position accounts for 1.41% of the portfolio, ranked #21.

Capital Planning first reported a position in SCHM in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.88M in Q2 2026. 379 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Capital Planning held 155,877 shares of Schwab US Mid-Cap ETF worth $5.3M as of Q3 2026.
  • Capital Planning sold 3,558 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $126K.
  • Schwab US Mid-Cap ETF made up 1.41% of Capital Planning's portfolio in Q3 2026, its #21 holding.
  • Capital Planning first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 22 quarters since.
  • Capital Planning's Schwab US Mid-Cap ETF position peaked at $5.88M in Q2 2026.
  • 379 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.