Cap Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cap Partners, LLC

$176 Billion
Q3 2025

A detailed history of Cap Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cap Partners, LLC holds 28,645 shares of SCHM stock, worth $835,288. This represents 0.48% of its overall portfolio holdings.

Number of Shares

28,645

Previous 28,631 0.05%

Holding current value

$835,288

Previous $803 Million 5.72%

% of portfolio

0.48%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$28.15 - $30.13 $394 - $421	14 Added 0.05%	28,645 $849 Million
Q2 2025 Jul 30, 2025	SELL	$22.92 - $28.05 $11,482 - $14,053	-501 Reduced 1.72%	28,631 $803 Million
Q1 2025 May 08, 2025	SELL	$25.58 - $29.24 $2,148 - $2,456	-84 Reduced 0.29%	29,132 $763 Million
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $536,451 - $1.62 Million	19,479 Added 200.05%	29,216 $810 Million
Q3 2024 Nov 07, 2024	SELL	$75.47 - $83.18 $16,980 - $18,715	-225 Reduced 2.26%	9,737 $809 Million

Q2 2024 Jul 19, 2024	SELL	$75.69 - $81.19 $28,005 - $30,040	-370 Reduced 3.58%	9,962 $775 Million
Q1 2024 Apr 18, 2024	BUY	$72.89 - $81.43 $9,402 - $10,504	129 Added 1.26%	10,332 $841 Million
Q4 2023 Feb 12, 2024	BUY	$63.01 - $75.95 $642,891 - $774,917	10,203 New	10,203 $768 Million

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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