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

SummitPoint 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 		$5.65M Sell
153,178
-3,206
-2% -$110K 6.09% 5
2026
Q1 		$4.7M Buy
+156,384
New +$4.98M 5.97% 4

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

SummitPoint Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q2 2026, selling an estimated $110K and leaving 153,178 shares worth $5.65M. The position accounts for 6.09% of the portfolio, ranked #5.

SummitPoint Capital Management first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,063 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • SummitPoint Capital Management held 153,178 shares of Schwab US Mid-Cap ETF worth $5.65M as of Q2 2026.
  • SummitPoint Capital Management sold 3,206 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $110K.
  • Schwab US Mid-Cap ETF made up 6.09% of SummitPoint Capital Management's portfolio in Q2 2026, its #5 holding.
  • SummitPoint Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on SummitPoint Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.