Kingswood Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kingswood Wealth Advisors’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	$5.26M	Buy	142,630 +228	+0.2%	+$7.85K	0.21%	114
2026 Q1	$4.41M	Sell	142,402 -3,127	-2%	-$99.6K	0.21%	113
2025 Q4	$4.38M	Buy	145,529 +55,792	+62%	+$1.66M	0.21%	107
2025 Q3	$2.66M	Buy	89,737 +3,544	+4%	+$103K	0.16%	141
2025 Q2	$2.42M	Buy	86,193 +6,716	+8%	+$177K	0.19%	116
2025 Q1	$2.08M	Buy	79,477 +1,337	+2%	+$37.2K	0.19%	125
2024 Q4	$2.17M	Buy	78,140 +4,766	+6%	+$136K	0.16%	140
2024 Q3	$2.03M	Buy	73,374 +30,918	+73%	+$822K	0.14%	163
2024 Q2	$1.1M	Buy	+42,456	New	+$1.11M	0.1%	213
2024 Q1	–	Sell	-82,566	Closed	-$2.28M	–	685
2023 Q4	$2.28M	Buy	+82,566	New	+$1.89M	0.26%	82

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

Kingswood Wealth Advisors's SCHM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.16% in Q2 2026, buying an estimated $7.85K and bringing the position to 142,630 shares worth $5.26M. The position accounts for 0.21% of the portfolio, ranked #114.

Kingswood Wealth Advisors first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Kingswood Wealth Advisors held 142,630 shares of Schwab US Mid-Cap ETF worth $5.26M as of Q2 2026.
Kingswood Wealth Advisors bought 228 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.85K.
Schwab US Mid-Cap ETF made up 0.21% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Kingswood Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.