Kingsview Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.08M | Buy |
29,282
+306
| +1% | +$10.5K | 0.01% | 729 |
|
|
2026
Q1 | $897K | Buy |
28,976
+2,918
| +11% | +$92.9K | 0.01% | 716 |
|
|
2025
Q4 | $784K | Sell |
26,058
-575
| -2% | -$17.1K | 0.01% | 703 |
|
|
2025
Q3 | $789K | Sell |
26,633
-3,752
| -12% | -$109K | 0.01% | 668 |
|
|
2025
Q2 | $852K | Buy |
30,385
+328
| +1% | +$8.65K | 0.01% | 628 |
|
|
2025
Q1 | $788K | Sell |
30,057
-7,042
| -19% | -$196K | 0.01% | 611 |
|
|
2024
Q4 | $1.03M | Sell |
37,099
-8,492
| -19% | -$242K | 0.02% | 537 |
|
|
2024
Q3 | $1.26M | Buy |
45,591
+1,542
| +4% | +$41K | 0.03% | 479 |
|
|
2024
Q2 | $1.14M | Buy |
44,049
+522
| +1% | +$13.7K | 0.03% | 471 |
|
|
2024
Q1 | $1.18M | Buy |
43,527
+378
| +0.9% | +$9.64K | 0.03% | 457 |
|
|
2023
Q4 | $1.08M | Sell |
43,149
-2,133
| -5% | -$48.9K | 0.03% | 447 |
|
|
2023
Q3 | $1.02M | Sell |
45,282
-3,120
| -6% | -$73.9K | 0.04% | 429 |
|
|
2023
Q2 | $1.15M | Sell |
48,402
-258
| -0.5% | -$5.81K | 0.04% | 365 |
|
|
2023
Q1 | $1.1M | Sell |
48,660
-1,578
| -3% | -$36.3K | 0.05% | 369 |
|
|
2022
Q4 | $1.1M | Buy |
50,238
+918
| +2% | +$20.1K | 0.05% | 327 |
|
|
2022
Q3 | $995K | Sell |
49,320
-843
| -2% | -$18.8K | 0.05% | 331 |
|
|
2022
Q2 | $1.05M | Buy |
50,163
+2,430
| +5% | +$56.1K | 0.05% | 350 |
|
|
2022
Q1 | $1.21M | Sell |
47,733
-384
| -0.8% | -$9.63K | 0.05% | 332 |
|
|
2021
Q4 | $1.29M | Sell |
48,117
-273
| -0.6% | -$7.28K | 0.05% | 324 |
|
|
2021
Q3 | $1.24M | Sell |
48,390
-1,857
| -4% | -$48.5K | 0.06% | 317 |
|
|
2021
Q2 | $1.32M | Sell |
50,247
-402
| -0.8% | -$10.4K | 0.07% | 310 |
|
|
2021
Q1 | $1.27M | Sell |
50,649
-795
| -2% | -$19.3K | 0.07% | 277 |
|
|
2020
Q4 | $1.17M | Sell |
51,444
-519
| -1% | -$10.8K | 0.08% | 243 |
|
|
2020
Q3 | $961K | Sell |
51,963
-2,553
| -5% | -$47.3K | 0.09% | 230 |
|
|
2020
Q2 | $956K | Sell |
54,516
-1,287
| -2% | -$21K | 0.1% | 210 |
|
|
2020
Q1 | $784K | Buy |
55,803
+4,011
| +8% | +$73.4K | 0.11% | 209 |
|
|
2019
Q4 | $1.04M | Sell |
51,792
-633
| -1% | -$12.3K | 0.13% | 191 |
|
|
2019
Q3 | $988K | Sell |
52,425
-1,467
| -3% | -$27.7K | 0.16% | 161 |
|
|
2019
Q2 | $1.03M | Sell |
53,892
-34,668
| -39% | -$649K | 0.17% | 151 |
|
|
2019
Q1 | $1.64M | Sell |
88,560
-14,175
| -14% | -$253K | 0.25% | 113 |
|
|
2018
Q4 | $1.64M | Buy |
102,735
+435
| +0.4% | +$7.6K | 0.36% | 87 |
|
|
2018
Q3 | $1.97M | Buy |
102,300
+10,893
| +12% | +$208K | 0.4% | 72 |
|
|
2018
Q2 | $1.67M | Buy |
91,407
+8,733
| +11% | +$158K | 0.4% | 76 |
|
|
2018
Q1 | $1.46M | Sell |
82,674
-33
| -0% | -$593 | 0.36% | 78 |
|
|
2017
Q4 | $1.47M | Buy |
82,707
+5,400
| +7% | +$93.2K | 0.52% | 48 |
|
|
2017
Q3 | $1.29M | Sell |
77,307
-10,941
| -12% | -$178K | 0.57% | 47 |
|
|
2017
Q2 | $1.42M | Buy |
88,248
+14,034
| +19% | +$223K | 0.73% | 35 |
|
|
2017
Q1 | $1.17M | Buy |
+74,214
| New | +$1.16M | 0.69% | 41 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Kingsview Wealth Management's SCHM Position: Q2 2026 in Review
Kingsview Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q2 2026, buying an estimated $10.5K and bringing the position to 29,282 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #729.
Kingsview Wealth Management first reported a position in SCHM in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.97M in Q3 2018. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Kingsview Wealth Management held 29,282 shares of Schwab US Mid-Cap ETF worth $1.08M as of Q2 2026.
- Kingsview Wealth Management bought 306 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
- Schwab US Mid-Cap ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #729 holding.
- Kingsview Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
- Kingsview Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.97M in Q3 2018.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.