Key Financial Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Key Financial Inc’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 Q1	$157K	Hold	5,077	–	–	0.03%	328
2025 Q4	$153K	Buy	5,077 +163	+3%	+$4.86K	0.03%	333
2025 Q3	$146K	Hold	4,914	–	–	0.03%	338
2025 Q2	$138K	Buy	4,914 +75	+2%	+$1.98K	0.03%	333
2025 Q1	$127K	Hold	4,839	–	–	0.03%	324
2024 Q4	$134K	Hold	4,839	–	–	0.03%	308
2024 Q3	$134K	Hold	4,839	–	–	0.03%	300
2024 Q2	$126K	Hold	4,839	–	–	0.03%	299
2024 Q1	$131K	Buy	4,839 +195	+4%	+$4.97K	0.03%	272
2023 Q4	$117K	Hold	4,644	–	–	0.03%	281
2023 Q3	$105K	Hold	4,644	–	–	0.04%	276
2023 Q2	$110K	Hold	4,644	–	–	0.04%	270
2023 Q1	$105K	Hold	4,644	–	–	0.04%	270
2022 Q4	$93.7K	Hold	4,644	–	–	0.04%	253
2022 Q3	$94K	Hold	4,644	–	–	0.04%	256
2022 Q2	$99K	Buy	4,644 +3,990	+610%	+$92.1K	0.05%	241
2022 Q1	$17K	Hold	654	–	–	0.01%	531
2021 Q4	$18K	Hold	654	–	–	0.01%	504
2021 Q3	$17K	Hold	654	–	–	0.01%	494
2021 Q2	$17K	Hold	654	–	–	0.01%	495
2021 Q1	$16K	Hold	654	–	–	0.01%	430
2020 Q4	$15K	Buy	+654	New	+$13.6K	0.01%	417
2020 Q2	–	Sell	-654	Closed	-$9K	–	524
2020 Q1	$9K	Buy	+654	New	+$12K	0.01%	421

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Key Financial Inc's SCHM Position: Q1 2026 in Review

Key Financial Inc held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 5,077 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #328.

Key Financial Inc first reported a position in SCHM in Q1 2020 and has held it in 23 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Key Financial Inc held 5,077 shares of Schwab US Mid-Cap ETF worth $157K as of Q1 2026.
Key Financial Inc left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #328 holding.
Key Financial Inc first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 23 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.