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Keystone Financial Services (Nebraska)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Keystone Financial Services (Nebraska)’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 		$409K Buy
11,080
+14
+0.1% +$482 0.25% 44
2026
Q1 		$343K Buy
11,066
+13
+0.1% +$414 0.23% 44
2025
Q4 		$332K Sell
11,053
-765
-6% -$22.8K 0.23% 44
2025
Q3 		$350K Buy
11,818
+24
+0.2% +$699 0.25% 46
2025
Q2 		$331K Buy
11,794
+1,270
+12% +$33.5K 0.25% 45
2025
Q1 		$276K Buy
+10,524
New +$293K 0.23% 44

Other funds holding SCHM

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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Keystone Financial Services (Nebraska) increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.13% in Q2 2026, buying an estimated $482 and bringing the position to 11,080 shares worth $409K. The position accounts for 0.25% of the portfolio, ranked #44.

Keystone Financial Services (Nebraska) first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Keystone Financial Services (Nebraska) held 11,080 shares of Schwab US Mid-Cap ETF worth $409K as of Q2 2026.
  • Keystone Financial Services (Nebraska) bought 14 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $482.
  • Schwab US Mid-Cap ETF made up 0.25% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #44 holding.
  • Keystone Financial Services (Nebraska) first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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