Christensen King & Associates Investment Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Christensen King & Associates Investment Services’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	$12.8M	Sell	345,912 -9,145	-3%	-$315K	5.07%	7
2026 Q1	$11M	Buy	355,057 +1,476	+0.4%	+$47K	4.72%	8
2025 Q4	$10.6M	Buy	353,581 +161	+0%	+$4.8K	4.54%	8
2025 Q3	$10.5M	Buy	353,420 +1,299	+0.4%	+$37.8K	4.5%	8
2025 Q2	$9.88M	Sell	352,121 -2,776	-0.8%	-$73.2K	4.53%	8
2025 Q1	$9.62M	Sell	354,897 -2,777	-0.8%	-$77.3K	4.56%	8
2024 Q4	$10M	Buy	357,674 +4,073	+1%	+$116K	4.71%	7
2024 Q3	$9.79M	Sell	353,601 -6,801	-2%	-$181K	4.61%	8
2024 Q2	$9.35M	Buy	360,402 +81	+0%	+$2.12K	4.61%	8
2024 Q1	$9.78M	Buy	360,321 +6,873	+2%	+$175K	4.89%	7
2023 Q4	$8.87M	Buy	+353,448	New	+$8.1M	4.75%	8

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Christensen King & Associates Investment Services's SCHM Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.6% in Q2 2026, selling an estimated $315K and leaving 345,912 shares worth $12.8M. The position accounts for 5.07% of the portfolio, ranked #7.

Christensen King & Associates Investment Services first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Christensen King & Associates Investment Services held 345,912 shares of Schwab US Mid-Cap ETF worth $12.8M as of Q2 2026.
Christensen King & Associates Investment Services sold 9,145 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $315K.
Schwab US Mid-Cap ETF made up 5.07% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #7 holding.
Christensen King & Associates Investment Services first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
638 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.