KPP Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

KPP Advisory Services's SCHM Position: Q2 2026 in Review

KPP Advisory Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 19% in Q2 2026, selling an estimated $129K and leaving 15,801 shares worth $583K. The position accounts for 0.07% of the portfolio, ranked #205.

KPP Advisory Services first reported a position in SCHM in Q3 2023 and has held it in 11 quarters since. The position peaked at $614K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

• KPP Advisory Services held 15,801 shares of Schwab US Mid-Cap ETF worth $583K as of Q2 2026.
• KPP Advisory Services sold 3,755 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $129K.
• Schwab US Mid-Cap ETF made up 0.07% of KPP Advisory Services's portfolio in Q2 2026, its #205 holding.
• KPP Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
• KPP Advisory Services's Schwab US Mid-Cap ETF position peaked at $614K in Q3 2025.
• 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.