Keating Financial Advisory Services
SCHM icon

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
Q3 		$19.2K Buy
564
+270
+92% +$9.6K ﹤0.01% 976
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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UBS Group
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Keating Financial Advisory Services's SCHM Position: Q3 2026 in Review

Keating Financial Advisory Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 92% in Q3 2026, buying an estimated $9.6K and bringing the position to 564 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Keating Financial Advisory Services first reported a position in SCHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $75K in Q4 2025. 870 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Keating Financial Advisory Services held 564 shares of Schwab US Mid-Cap ETF worth $19.2K as of Q3 2026.
  • Keating Financial Advisory Services bought 270 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $9.6K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q3 2026, its #976 holding.
  • Keating Financial Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Keating Financial Advisory Services's Schwab US Mid-Cap ETF position peaked at $75K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Keating Financial Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.