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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Fort Point Capital Partners's SCHM Position: Q1 2026 in Review

Fort Point Capital Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 50% in Q1 2026, buying an estimated $1.33M and bringing the position to 124,937 shares worth $3.87M. The position accounts for 0.47% of the portfolio, ranked #41.

Fort Point Capital Partners first reported a position in SCHM in Q3 2023 and has held it in 11 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Fort Point Capital Partners held 124,937 shares of Schwab US Mid-Cap ETF worth $3.87M as of Q1 2026.
  • Fort Point Capital Partners bought 41,901 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.33M.
  • Schwab US Mid-Cap ETF made up 0.47% of Fort Point Capital Partners's portfolio in Q1 2026, its #41 holding.
  • Fort Point Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.