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
Q2 		– Sell
-1,084
Closed -$33.6K – 946
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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Kingdom Financial Group's SCHM Position: Q2 2026 in Review

Kingdom Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 1,084 shares — an estimated $33.6K sold.

Kingdom Financial Group first reported a position in SCHM in Q4 2025 and held it in 2 quarters. The position peaked at $33.6K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Kingdom Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 1,084 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $33.6K.
  • Kingdom Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Kingdom Financial Group's Schwab US Mid-Cap ETF position peaked at $33.6K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.