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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$331K Buy
11,794
+1,270
+12% +$35.6K 0.25% 45
2025
Q1 		$276K Buy
+10,524
New +$276K 0.23% 44