KWM
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KMT Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

KMT 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
Q1 		$296K Buy
+9,559
New +$304K 0.16% 12
2025
Q4 		– Sell
-10,179
Closed -$302K – 17
2025
Q3 		$302K Hold
10,179
– – 0.16% 14
2025
Q2 		$286K Hold
10,179
– – 0.17% 13
2025
Q1 		$267K Buy
+10,179
New +$283K 0.18% 13

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

KMT Wealth Management's SCHM Position: Q1 2026 in Review

KMT Wealth Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2026: 9,559 shares worth $296K. The stake represents 0.16% of the portfolio and ranks #12 among its holdings. This is a return to the name: KMT Wealth Management previously reported a position in SCHM as recently as Q3 2025.

KMT Wealth Management first reported a position in SCHM in Q1 2025 and has held it in 4 quarters since. The position peaked at $302K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • KMT Wealth Management held 9,559 shares of Schwab US Mid-Cap ETF worth $296K as of Q1 2026.
  • Schwab US Mid-Cap ETF was a new KMT Wealth Management position in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.16% of KMT Wealth Management's portfolio in Q1 2026, its #12 holding.
  • KMT Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • KMT Wealth Management's Schwab US Mid-Cap ETF position peaked at $302K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on KMT Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.