KFS
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Kaizen Financial Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kaizen Financial Strategies’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 		$442K Buy
12,146
+636
+6% +$21.9K 0.14% 108
2026
Q1 		$382K Buy
11,510
+29
+0.3% +$923 0.16% 110
2025
Q4 		$345K Buy
11,481
+50
+0.4% +$1.49K 0.15% 116
2025
Q3 		$332K Buy
11,431
+48
+0.4% +$1.4K 0.15% 114
2025
Q2 		$319K Buy
11,383
+41
+0.4% +$1.08K 0.16% 109
2025
Q1 		$297K Buy
11,342
+34
+0.3% +$947 0.17% 104
2024
Q4 		$313K Buy
11,308
+46
+0.4% +$1.31K 0.18% 99
2024
Q3 		$312K Sell
11,262
-276
-2% -$7.34K 0.18% 97
2024
Q2 		$310K Buy
11,538
+39
+0.3% +$1.02K 0.19% 90
2024
Q1 		$312K Buy
11,499
+36
+0.3% +$918 0.21% 83
2023
Q4 		$288K Buy
11,463
+54
+0.5% +$1.24K 0.22% 80
2023
Q3 		$257K Sell
11,409
-6
-0.1% -$142 0.22% 80
2023
Q2 		$277K Buy
11,415
+48
+0.4% +$1.08K 0.24% 80
2023
Q1 		$257K Buy
11,367
+42
+0.4% +$967 0.25% 76
2022
Q4 		$264K Buy
11,325
+57
+0.5% +$1.25K 0.26% 88
2022
Q3 		$227K Buy
11,268
+51
+0.5% +$1.14K 0.23% 101
2022
Q2 		$235K Buy
11,217
+51
+0.5% +$1.18K 0.23% 105
2022
Q1 		$282K Buy
11,166
+36
+0.3% +$902 0.22% 109
2021
Q4 		$298K Buy
11,130
+39
+0.4% +$1.04K 0.22% 107
2021
Q3 		$283K Buy
+11,091
New +$290K 0.23% 110
2021
Q1 		$327K Sell
13,173
-579
-4% -$14K 0.31% 97
2020
Q4 		$313K Buy
+13,752
New +$287K 0.35% 85

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Kaizen Financial Strategies's SCHM Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.5% in Q2 2026, buying an estimated $21.9K and bringing the position to 12,146 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #108.

Kaizen Financial Strategies first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. 524 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Kaizen Financial Strategies held 12,146 shares of Schwab US Mid-Cap ETF worth $442K as of Q2 2026.
  • Kaizen Financial Strategies bought 636 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $21.9K.
  • Schwab US Mid-Cap ETF made up 0.14% of Kaizen Financial Strategies's portfolio in Q2 2026, its #108 holding.
  • Kaizen Financial Strategies first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 524 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.