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Kestra Private Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kestra Private Wealth 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 		$445K Buy
12,075
+752
+7% +$25.9K ﹤0.01% 1309
2026
Q1 		$351K Sell
11,323
-407
-3% -$13K ﹤0.01% 1382
2025
Q4 		$353K Buy
11,730
+1,005
+9% +$30K ﹤0.01% 1345
2025
Q3 		$318K Sell
10,725
-1,452
-12% -$42.3K ﹤0.01% 1330
2025
Q2 		$342K Sell
12,177
-1,641
-12% -$43.3K ﹤0.01% 1213
2025
Q1 		$362K Buy
13,818
+4,550
+49% +$127K 0.01% 1106
2024
Q4 		$257K Sell
9,268
-713
-7% -$20.3K ﹤0.01% 1191
2024
Q3 		$276K Sell
9,981
-348
-3% -$9.25K 0.01% 1116
2024
Q2 		$268K Hold
10,329
– – 0.01% 1089
2024
Q1 		$280K Sell
10,329
-5,181
-33% -$132K 0.01% 1041
2023
Q4 		$389K Buy
15,510
+1,161
+8% +$26.6K 0.01% 836
2023
Q3 		$324K Sell
14,349
-1,548
-10% -$36.7K 0.01% 834
2023
Q2 		$376K Buy
15,897
+6,078
+62% +$137K 0.01% 735
2023
Q1 		$222K Buy
+9,819
New +$226K 0.01% 887

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
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

Kestra Private Wealth Services's SCHM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.6% in Q2 2026, buying an estimated $25.9K and bringing the position to 12,075 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Kestra Private Wealth Services first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Kestra Private Wealth Services held 12,075 shares of Schwab US Mid-Cap ETF worth $445K as of Q2 2026.
  • Kestra Private Wealth Services bought 752 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $25.9K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1309 holding.
  • Kestra Private Wealth Services first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.