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Caprock Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Caprock Group’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 		$846K Buy
22,952
+2,988
+15% +$103K 0.02% 681
2026
Q1 		$618K Sell
19,964
-1,603
-7% -$51K 0.02% 678
2025
Q4 		$649K Sell
21,567
-2,093
-9% -$62.4K 0.01% 729
2025
Q3 		$697K Buy
+23,660
New +$689K 0.02% 694
2025
Q1 		$636K Sell
24,261
-2,431
-9% -$67.7K 0.02% 626
2024
Q4 		$740K Buy
26,692
+9,562
+56% +$272K 0.02% 505
2024
Q3 		$475K Buy
17,130
+90
+0.5% +$2.39K 0.02% 587
2024
Q2 		$444K Hold
17,040
– – 0.02% 563
2024
Q1 		$463K Buy
17,040
+39
+0.2% +$995 0.03% 438
2023
Q4 		$427K Buy
17,001
+3,411
+25% +$78.2K 0.03% 434
2023
Q3 		$307K Buy
13,590
+48
+0.4% +$1.14K 0.02% 487
2023
Q2 		$321K Sell
13,542
-11,724
-46% -$264K 0.02% 482
2023
Q1 		$571K Buy
25,266
+15
+0.1% +$345 0.04% 329
2022
Q4 		$552K Buy
+25,251
New +$553K 0.05% 262
2021
Q1 		– Sell
-21,069
Closed -$479K – 532
2020
Q4 		$479K Buy
+21,069
New +$439K 0.05% 236

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caprock Group's SCHM Position: Q2 2026 in Review

Caprock Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 15% in Q2 2026, buying an estimated $103K and bringing the position to 22,952 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #681.

Caprock Group first reported a position in SCHM in Q4 2020 and has held it in 15 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Caprock Group held 22,952 shares of Schwab US Mid-Cap ETF worth $846K as of Q2 2026.
  • Caprock Group bought 2,988 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $103K.
  • Schwab US Mid-Cap ETF made up 0.02% of Caprock Group's portfolio in Q2 2026, its #681 holding.
  • Caprock Group first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 15 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.