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
2026 Q2	$563K	Buy	15,265 +7,845	+106%	+$270K	﹤0.01%	871
2026 Q1	$230K	Buy	7,420 +160	+2%	+$5.09K	﹤0.01%	1138
2025 Q4	$218K	Sell	7,260 -680	-9%	-$20.3K	﹤0.01%	1129
2025 Q3	$235K	Buy	7,940 +218	+3%	+$6.35K	﹤0.01%	1088
2025 Q2	$217K	Hold	7,722	–	–	﹤0.01%	1104
2025 Q1	$202K	Hold	7,722	–	–	﹤0.01%	1103
2024 Q4	$214K	Hold	7,722	–	–	﹤0.01%	1097
2024 Q3	$214K	Hold	7,722	–	–	﹤0.01%	1075
2024 Q2	$200K	Sell	7,722 -180	-2%	-$4.71K	﹤0.01%	1053
2024 Q1	$214K	Buy	+7,902	New	+$202K	﹤0.01%	1029
2023 Q4	–	Sell	-9,204	Closed	-$208K	–	1106
2023 Q3	$208K	Sell	9,204 -42	-0.5%	-$995	﹤0.01%	967
2023 Q2	$219K	Buy	+9,246	New	+$208K	﹤0.01%	981

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

KeyBank National Association's SCHM Position: Q2 2026 in Review

KeyBank National Association increased its Schwab US Mid-Cap ETF (SCHM) stake by 106% in Q2 2026, buying an estimated $270K and bringing the position to 15,265 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

KeyBank National Association first reported a position in SCHM in Q2 2023 and has held it in 12 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

KeyBank National Association held 15,265 shares of Schwab US Mid-Cap ETF worth $563K as of Q2 2026.
KeyBank National Association bought 7,845 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $270K.
Schwab US Mid-Cap ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #871 holding.
KeyBank National Association first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.