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

Gill 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 		$8.96M Sell
242,964
-14,067
-5% -$484K 2.37% 13
2026
Q1 		$7.96M Sell
257,031
-1,722
-0.7% -$54.8K 2.29% 12
2025
Q4 		$7.78M Buy
258,753
+38,807
+18% +$1.16M 2.36% 13
2025
Q3 		$6.52M Buy
219,946
+1,888
+0.9% +$55K 1.99% 16
2025
Q2 		$6.12M Sell
218,058
-775
-0.4% -$20.4K 1.97% 17
2025
Q1 		$5.73M Buy
218,833
+9,090
+4% +$253K 1.99% 15
2024
Q4 		$5.81M Sell
209,743
-491
-0.2% -$14K 2.08% 16
2024
Q3 		$5.82M Buy
210,234
+381
+0.2% +$10.1K 2.08% 16
2024
Q2 		$5.44M Buy
209,853
+873
+0.4% +$22.8K 2.11% 15
2024
Q1 		$5.32M Buy
208,980
+5,247
+3% +$134K 2.15% 15
2023
Q4 		$5.12M Buy
203,733
+8,742
+4% +$200K 2.15% 15
2023
Q3 		$4.4M Sell
194,991
-6,228
-3% -$148K 1.95% 16
2023
Q2 		$4.76M Buy
201,219
+3,744
+2% +$84.4K 2% 17
2023
Q1 		$4.47M Buy
197,475
+1,062
+0.5% +$24.5K 2% 17
2022
Q4 		$4.3M Buy
196,413
+42,918
+28% +$941K 2.03% 17
2022
Q3 		$3.1M Buy
153,495
+804
+0.5% +$17.9K 1.62% 25
2022
Q2 		$3.86M Hold
152,691
– – 1.7% 25
2022
Q1 		$3.86M Sell
152,691
-123
-0.1% -$3.08K 1.7% 25
2021
Q4 		$4.1M Sell
152,814
-1,083
-0.7% -$28.9K 1.81% 22
2021
Q3 		$3.93M Buy
153,897
+3,183
+2% +$83.2K 1.78% 21
2021
Q2 		$3.93M Buy
150,714
+330
+0.2% +$8.52K 1.84% 19
2021
Q1 		$3.73M Sell
150,384
-8,001
-5% -$194K 1.9% 17
2020
Q4 		$3.6M Sell
158,385
-417
-0.3% -$8.7K 2.15% 16
2020
Q3 		$2.94M Sell
158,802
-4,989
-3% -$92.4K 1.9% 17
2020
Q2 		$2.87M Sell
163,791
-4,860
-3% -$79.2K 1.93% 16
2020
Q1 		$2.37M Buy
+168,651
New +$3.09M 1.71% 16
2018
Q4 		$3.67M Buy
+182,493
New +$3.19M 2.57% 13

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

Gill Capital Partners's SCHM Position: Q2 2026 in Review

Gill Capital Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.5% in Q2 2026, selling an estimated $484K and leaving 242,964 shares worth $8.96M. The position accounts for 2.37% of the portfolio, ranked #13.

Gill Capital Partners first reported a position in SCHM in Q4 2018 and has held it in 27 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Gill Capital Partners held 242,964 shares of Schwab US Mid-Cap ETF worth $8.96M as of Q2 2026.
  • Gill Capital Partners sold 14,067 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $484K.
  • Schwab US Mid-Cap ETF made up 2.37% of Gill Capital Partners's portfolio in Q2 2026, its #13 holding.
  • Gill Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.