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

Fort Point Capital 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
2026 Q2	$4.57M	Sell	123,863 -1,074	-0.9%	-$37K	0.32%	45
2026 Q1	$3.87M	Buy	124,937 +41,901	+50%	+$1.33M	0.47%	41
2025 Q4	$2.67M	Sell	83,036 -12,717	-13%	-$379K	0.3%	55
2025 Q3	$2.84M	Buy	95,753 +5,030	+6%	+$146K	0.33%	58
2025 Q2	$2.54M	Buy	90,723 +18,699	+26%	+$493K	0.18%	82
2025 Q1	$1.89M	Sell	72,024 -52,794	-42%	-$1.47M	0.21%	84
2024 Q4	$3.46M	Buy	124,818 +99,048	+384%	+$2.82M	0.38%	52
2024 Q3	$714K	Sell	25,770 -1,824	-7%	-$48.5K	0.09%	147
2024 Q2	$716K	Sell	27,594 -192	-0.7%	-$5.02K	0.09%	158
2024 Q1	$754K	Sell	27,786 -195	-0.7%	-$4.97K	0.1%	146
2023 Q4	$703K	Buy	27,981 +11,436	+69%	+$262K	0.1%	137
2023 Q3	$373K	Buy	+16,545	New	+$392K	0.06%	177

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

Fort Point Capital Partners's SCHM Position: Q2 2026 in Review

Fort Point Capital Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.86% in Q2 2026, selling an estimated $37K and leaving 123,863 shares worth $4.57M. The position accounts for 0.32% of the portfolio, ranked #45.

Fort Point Capital Partners first reported a position in SCHM in Q3 2023 and has held it in 12 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Fort Point Capital Partners held 123,863 shares of Schwab US Mid-Cap ETF worth $4.57M as of Q2 2026.
Fort Point Capital Partners sold 1,074 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $37K.
Schwab US Mid-Cap ETF made up 0.32% of Fort Point Capital Partners's portfolio in Q2 2026, its #45 holding.
Fort Point Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.