KeyBank National Association
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KeyBank National Association’s Schwab US Mid-Cap ETF SCHM Stock Holding History

KeyBank National Association’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
2025
Q3 		$235K Buy
2025
Q2 		$217K Hold
2025
Q1 		$202K Hold
2024
Q4 		$214K Hold
2024
Q3 		$214K Hold
2024
Q2 		$200K Sell
2024
Q1 		$214K Buy
2023
Q4 		– Sell
2023
Q3 		$208K Sell
2023
Q2 		$219K Buy