KWM
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Kiker Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kiker Wealth Management’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
2025
Q4 		– Sell
-184
Closed -$5.45K – 157
2025
Q3 		$5.45K Buy
+184
New +$5.36K ﹤0.01% 178

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Northwestern Mutual Wealth Management
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
AA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Kiker Wealth Management's SCHM Position: Q4 2025 in Review

Kiker Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 184 shares — an estimated $5.45K sold.

Kiker Wealth Management first reported a position in SCHM in Q3 2025 and held it in 1 quarter. The position peaked at $5.45K in Q3 2025. 996 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Kiker Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 184 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $5.45K.
  • Kiker Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Kiker Wealth Management's Schwab US Mid-Cap ETF position peaked at $5.45K in Q3 2025.
  • 996 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.