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Keeler & Nadler Financial Planning & Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Keeler & Nadler Financial Planning & 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 		$560K Buy
+15,187
New +$523K 0.16% 53

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Keeler & Nadler Financial Planning & Wealth Management's SCHM Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 15,187 shares worth $560K. The stake represents 0.16% of the portfolio and ranks #53 among its holdings.

749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 15,187 shares of Schwab US Mid-Cap ETF worth $560K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Keeler & Nadler Financial Planning & Wealth Management position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.16% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #53 holding.
  • 749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.