K2 Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

K2 Financial’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	$1.75M	Sell	48,512 -373	-0.8%	-$12.8K	1.24%	30
2026 Q1	$1.65M	Buy	48,885 +3,420	+8%	+$109K	1.2%	31
2025 Q4	$1.43M	Buy	45,465 +6,866	+18%	+$205K	1.1%	31
2025 Q3	$1.14M	Buy	38,599 +5,062	+15%	+$147K	0.91%	32
2025 Q2	$946K	Buy	33,537 +2,574	+8%	+$67.9K	0.83%	36
2025 Q1	$741K	Buy	30,963 +1,705	+6%	+$47.5K	0.73%	40
2024 Q4	$815K	Buy	+29,258	New	+$834K	0.81%	39

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

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

K2 Financial's SCHM Position: Q2 2026 in Review

K2 Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.76% in Q2 2026, selling an estimated $12.8K and leaving 48,512 shares worth $1.75M. The position accounts for 1.24% of the portfolio, ranked #30.

K2 Financial first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

K2 Financial held 48,512 shares of Schwab US Mid-Cap ETF worth $1.75M as of Q2 2026.
K2 Financial sold 373 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $12.8K.
Schwab US Mid-Cap ETF made up 1.24% of K2 Financial's portfolio in Q2 2026, its #30 holding.
K2 Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
341 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.