Kiley Juergens Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kiley Juergens 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
2026 Q2	$453K	Buy	12,297 +4	+0%	+$138	0.07%	152
2026 Q1	$381K	Buy	12,293 +559	+5%	+$17.8K	0.07%	155
2025 Q4	$353K	Buy	11,734 +323	+3%	+$9.63K	0.08%	71
2025 Q3	$338K	Sell	11,411 -588	-5%	-$17.1K	0.07%	71
2025 Q2	$337K	Buy	11,999 +12	+0.1%	+$317	0.08%	73
2025 Q1	$314K	Buy	11,987 +1,604	+15%	+$44.7K	0.08%	71
2024 Q4	$288K	Buy	+10,383	New	+$296K	0.07%	72
2018 Q4	–	Sell	-3	Closed	–	–	529
2018 Q3	$0	Hold	3	–	–	﹤0.01%	740
2018 Q2	$0	Buy	+3	New	+$54	﹤0.01%	678
2018 Q1	–	Sell	-3	Closed	–	–	506
2017 Q4	$0	Buy	+3	New	+$52	﹤0.01%	696

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kiley Juergens Wealth Management's SCHM Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q2 2026, buying an estimated $138 and bringing the position to 12,297 shares worth $453K. The position accounts for 0.07% of the portfolio, ranked #152.

Kiley Juergens Wealth Management first reported a position in SCHM in Q4 2017 and has held it in 10 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Kiley Juergens Wealth Management held 12,297 shares of Schwab US Mid-Cap ETF worth $453K as of Q2 2026.
Kiley Juergens Wealth Management bought 4 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $138.
Schwab US Mid-Cap ETF made up 0.07% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #152 holding.
Kiley Juergens Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 10 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.