KCM Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

KCM Investment Advisors’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 Q1	$1.96M	Hold	63,459	–	–	0.07%	159
2025 Q4	$1.91M	Hold	63,459	–	–	0.06%	163
2025 Q3	$1.88M	Hold	63,459	–	–	0.06%	165
2025 Q2	$1.78M	Hold	63,459	–	–	0.06%	167
2025 Q1	$1.66M	Sell	63,459 -2,124	-3%	-$59.2K	0.06%	165
2024 Q4	$1.82M	Hold	65,583	–	–	0.06%	165
2024 Q3	$1.82M	Hold	65,583	–	–	0.06%	166
2024 Q2	$1.7M	Hold	65,583	–	–	0.06%	165
2024 Q1	$1.78M	Sell	65,583 -1,911	-3%	-$48.7K	0.07%	164
2023 Q4	$1.69M	Hold	67,494	–	–	0.07%	165
2023 Q3	$1.52M	Hold	67,494	–	–	0.07%	166
2023 Q2	$1.6M	Sell	67,494 -35,088	-34%	-$791K	0.06%	173
2023 Q1	$2.32M	Buy	102,582 +36,999	+56%	+$852K	0.09%	151
2022 Q4	$1.43M	Hold	65,583	–	–	0.06%	182
2022 Q3	$1.32M	Hold	65,583	–	–	0.06%	176
2022 Q2	$1.37M	Sell	65,583 -696	-1%	-$16.1K	0.06%	187
2022 Q1	$1.68M	Sell	66,279 -5,553	-8%	-$139K	0.06%	181
2021 Q4	$1.93M	Sell	71,832 -1,500	-2%	-$40K	0.07%	173
2021 Q3	$1.87M	Hold	73,332	–	–	0.07%	168
2021 Q2	$1.91M	Hold	73,332	–	–	0.08%	161
2021 Q1	$1.82M	Hold	73,332	–	–	0.08%	160
2020 Q4	$1.67M	Hold	73,332	–	–	0.08%	157
2020 Q3	$1.36M	Sell	73,332 -49,470	-40%	-$916K	0.08%	154
2020 Q2	$2.15M	Buy	122,802 +48,465	+65%	+$790K	0.12%	127
2020 Q1	$1.04M	Sell	74,337 -20,277	-21%	-$371K	0.07%	156
2019 Q4	$1.9M	Buy	94,614 +4,611	+5%	+$89.3K	0.1%	134
2019 Q3	$1.7M	Buy	90,003 +648	+0.7%	+$12.2K	0.1%	137
2019 Q2	$1.7M	Hold	89,355	–	–	0.1%	140
2019 Q1	$1.65M	Sell	89,355 -576	-0.6%	-$10.3K	0.11%	140
2018 Q4	$1.44M	Buy	89,931 +15	+0%	+$262	0.1%	181
2018 Q3	$1.73M	Buy	89,916 +3	+0%	+$57	0.1%	177
2018 Q2	$1.65M	Hold	89,913	–	–	0.1%	173
2018 Q1	$1.58M	Buy	89,913 +3	+0%	+$54	0.1%	195
2017 Q4	$1.6M	Buy	89,910 +9	+0%	+$155	0.09%	201
2017 Q3	$1.5M	Buy	89,901 +3	+0%	+$49	0.09%	207
2017 Q2	$1.44M	Buy	89,898 +6	+0%	+$95	0.09%	212
2017 Q1	$1.42M	Buy	89,892 +3	+0%	+$47	0.09%	216
2016 Q4	$1.35M	Buy	89,889 +12	+0%	+$176	0.09%	216
2016 Q3	$1.3M	Buy	89,877 +6	+0%	+$87	0.09%	224
2016 Q2	$1.26M	Buy	89,871 +3,852	+4%	+$53.1K	0.09%	223
2016 Q1	$1.16M	Buy	86,019 +273	+0.3%	+$3.44K	0.09%	221
2015 Q4	$1.15M	Sell	85,746 -76,713	-47%	-$1.04M	0.09%	220
2015 Q3	$2.11M	Buy	162,459 +13,716	+9%	+$190K	0.17%	157
2015 Q2	$2.11M	Buy	148,743 +279	+0.2%	+$4.04K	0.17%	162
2015 Q1	$2.13M	Buy	148,464 +9,441	+7%	+$132K	0.17%	156
2014 Q4	$1.89M	Buy	139,023 +14,940	+12%	+$197K	0.16%	165
2014 Q3	$1.6M	Buy	124,083 +78,252	+171%	+$1.04M	0.15%	181
2014 Q2	$615K	Buy	45,831 +390	+0.9%	+$5.03K	0.06%	284
2014 Q1	$585K	Buy	45,441 +17,841	+65%	+$225K	0.06%	277
2013 Q4	$344K	Buy	+27,600	New	+$331K	0.04%	342

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

KCM Investment Advisors's SCHM Position: Q1 2026 in Review

KCM Investment Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 63,459 shares worth $1.96M. The position accounts for 0.07% of the portfolio, ranked #159.

KCM Investment Advisors first reported a position in SCHM in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.32M in Q1 2023. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

KCM Investment Advisors held 63,459 shares of Schwab US Mid-Cap ETF worth $1.96M as of Q1 2026.
KCM Investment Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.07% of KCM Investment Advisors's portfolio in Q1 2026, its #159 holding.
KCM Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
KCM Investment Advisors's Schwab US Mid-Cap ETF position peaked at $2.32M in Q1 2023.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.