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

Capital Squared Financial’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	$2.79M	Buy	75,585 +8,078	+12%	+$278K	1.82%	16
2026 Q1	$2.09M	Buy	67,507 +4,109	+6%	+$131K	1.6%	20
2025 Q4	$1.91M	Buy	63,398 +3,637	+6%	+$108K	1.49%	21
2025 Q3	$1.77M	Buy	59,761 +1,390	+2%	+$40.5K	1.54%	19
2025 Q2	$1.64M	Buy	+58,371	New	+$1.54M	1.91%	15

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Squared Financial's SCHM Position: Q2 2026 in Review

Capital Squared Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q2 2026, buying an estimated $278K and bringing the position to 75,585 shares worth $2.79M. The position accounts for 1.82% of the portfolio, ranked #16.

Capital Squared Financial first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Capital Squared Financial held 75,585 shares of Schwab US Mid-Cap ETF worth $2.79M as of Q2 2026.
Capital Squared Financial bought 8,078 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $278K.
Schwab US Mid-Cap ETF made up 1.82% of Capital Squared Financial's portfolio in Q2 2026, its #16 holding.
Capital Squared Financial first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
358 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.