Keystone Financial Services (Nebraska)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Keystone Financial Services (Nebraska)’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$428K	Buy	11,838 +2	+0%	+$66	0.26%	43
2026 Q1	$344K	Sell	11,836 -144	-1%	-$4.32K	0.23%	43
2025 Q4	$341K	Sell	11,980 -750	-6%	-$21.2K	0.23%	42
2025 Q3	$355K	Sell	12,730 -256	-2%	-$6.84K	0.25%	44
2025 Q2	$329K	Buy	12,986 +1,493	+13%	+$35.3K	0.25%	46
2025 Q1	$269K	Buy	+11,493	New	+$293K	0.23%	45

Other funds holding SCHA

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s SCHA Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.02% in Q2 2026, buying an estimated $66 and bringing the position to 11,838 shares worth $428K. The position accounts for 0.26% of the portfolio, ranked #43.

Keystone Financial Services (Nebraska) first reported a position in SCHA in Q1 2025 and has held it in 6 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Keystone Financial Services (Nebraska) held 11,838 shares of Schwab U.S Small- Cap ETF worth $428K as of Q2 2026.
Keystone Financial Services (Nebraska) bought 2 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $66.
Schwab U.S Small- Cap ETF made up 0.26% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #43 holding.
Keystone Financial Services (Nebraska) first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 6 quarters since.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.