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
Q2 		– Sell
-9,559
Closed -$296K – 128
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

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KMT Wealth Management's SCHM Position: Q2 2026 in Review

KMT Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 9,559 shares — an estimated $296K sold.

KMT Wealth Management first reported a position in SCHM in Q1 2025 and held it in 4 quarters. The position peaked at $302K in Q3 2025. 1,070 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • KMT Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • KMT Wealth Management sold 9,559 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $296K.
  • KMT Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and held it in 4 quarters.
  • KMT Wealth Management's Schwab US Mid-Cap ETF position peaked at $302K in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.