KFG
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Kingdom Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kingdom Financial Group’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 		$33.6K Buy
1,084
+64
+6% +$2.04K 0.01% 323
2025
Q4 		$30.7K Buy
+1,020
New +$30.4K 0.01% 303

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Financial Engines Advisors
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Creative Planning
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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
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kingdom Financial Group's SCHM Position: Q1 2026 in Review

Kingdom Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.3% in Q1 2026, buying an estimated $2.04K and bringing the position to 1,084 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #323.

Kingdom Financial Group first reported a position in SCHM in Q4 2025 and has held it in 2 quarters since. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Kingdom Financial Group held 1,084 shares of Schwab US Mid-Cap ETF worth $33.6K as of Q1 2026.
  • Kingdom Financial Group bought 64 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.04K.
  • Schwab US Mid-Cap ETF made up 0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #323 holding.
  • Kingdom Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.