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Keystone Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Keystone Wealth Services’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 		$372K Sell
10,101
-1,437
-12% -$49.5K 0.07% 233
2026
Q1 		$357K Buy
11,538
+4
+0% +$127 0.08% 227
2025
Q4 		$347K Sell
11,534
-159
-1% -$4.74K 0.07% 193
2025
Q3 		$347K Buy
11,693
+6
+0.1% +$175 0.08% 226
2025
Q2 		$328K Buy
11,687
+5
+0% +$132 0.08% 220
2025
Q1 		$306K Buy
11,682
+4
+0% +$111 0.08% 202
2024
Q4 		$324K Buy
11,678
+5
+0% +$142 0.09% 198
2024
Q3 		$323K Sell
11,673
-441
-4% -$11.7K 0.09% 199
2024
Q2 		$314K Hold
12,114
– – 0.1% 172
2024
Q1 		$329K Buy
12,114
+3
+0% +$77 0.11% 161
2023
Q4 		$304K Sell
12,111
-48
-0.4% -$1.1K 0.1% 167
2023
Q3 		$274K Sell
12,159
-294
-2% -$6.96K 0.1% 168
2023
Q2 		$295K Buy
12,453
+6
+0% +$135 0.11% 159
2023
Q1 		$282K Sell
12,447
-537
-4% -$12.4K 0.12% 154
2022
Q4 		$284K Buy
12,984
+549
+4% +$12K 0.12% 148
2022
Q3 		$251K Sell
12,435
-6
-0% -$134 0.12% 136
2022
Q2 		$260K Sell
12,441
-7,308
-37% -$169K 0.12% 138
2022
Q1 		$499K Sell
19,749
-1,950
-9% -$48.9K 0.2% 97
2021
Q4 		$582K Buy
+21,699
New +$579K 0.24% 87

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keystone Wealth Services's SCHM Position: Q2 2026 in Review

Keystone Wealth Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q2 2026, selling an estimated $49.5K and leaving 10,101 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #233.

Keystone Wealth Services first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $582K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Keystone Wealth Services held 10,101 shares of Schwab US Mid-Cap ETF worth $372K as of Q2 2026.
  • Keystone Wealth Services sold 1,437 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $49.5K.
  • Schwab US Mid-Cap ETF made up 0.07% of Keystone Wealth Services's portfolio in Q2 2026, its #233 holding.
  • Keystone Wealth Services first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Schwab US Mid-Cap ETF position peaked at $582K in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.