KF
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$946K Buy
33,537
+2,574
+8% +$72.6K 0.83% 36
2025
Q1 		$741K Buy
30,963
+1,705
+6% +$40.8K 0.73% 40
2024
Q4 		$815K Buy
+29,258
New +$815K 0.81% 39