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

Keating Financial Advisory Services’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 		$10.8K Hold
294
– – ﹤0.01% 1215
2026
Q1 		$9.1K Sell
294
-2,200
-88% -$70K ﹤0.01% 1171
2025
Q4 		$75K Buy
+2,494
New +$74.3K 0.01% 574

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AA
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Cerity Partners
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LWMT
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Wealth Enhancement Advisory Services
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Keating Financial Advisory Services's SCHM Position: Q2 2026 in Review

Keating Financial Advisory Services held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 294 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Keating Financial Advisory Services first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $75K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Keating Financial Advisory Services held 294 shares of Schwab US Mid-Cap ETF worth $10.8K as of Q2 2026.
  • Keating Financial Advisory Services left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1215 holding.
  • Keating Financial Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Schwab US Mid-Cap ETF position peaked at $75K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.