Park Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Park Capital Management’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	$619K	Sell	16,790 -1,297	-7%	-$44.6K	0.36%	51
2026 Q1	$560K	Buy	18,087 +561	+3%	+$17.9K	0.55%	30
2025 Q4	$527K	Buy	17,526 +2,160	+14%	+$64.4K	0.38%	54
2025 Q3	$455K	Buy	15,366 +153	+1%	+$4.45K	0.36%	55
2025 Q2	$427K	Sell	15,213 -220	-1%	-$5.8K	0.4%	49
2025 Q1	$404K	Sell	15,433 -1,174	-7%	-$32.7K	0.47%	34
2024 Q4	$460K	Buy	+16,607	New	+$473K	0.55%	34

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

GAM

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

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Park Capital Management's SCHM Position: Q2 2026 in Review

Park Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.2% in Q2 2026, selling an estimated $44.6K and leaving 16,790 shares worth $619K. The position accounts for 0.36% of the portfolio, ranked #51.

Park Capital Management first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Park Capital Management held 16,790 shares of Schwab US Mid-Cap ETF worth $619K as of Q2 2026.
Park Capital Management sold 1,297 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $44.6K.
Schwab US Mid-Cap ETF made up 0.36% of Park Capital Management's portfolio in Q2 2026, its #51 holding.
Park Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Park Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.