Schuylkill Financial LLC’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Schuylkill Financial LLC’s Portfolio FSMD Stock Details FSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.34M	Buy	+44,336	New	+$2.19M	2.17%	13

Other funds holding FSMD

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Schuylkill Financial LLC's FSMD Position: Q2 2026 in Review

Schuylkill Financial LLC opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 44,336 shares worth $2.34M. The stake represents 2.17% of the portfolio and ranks #13 among its holdings.

171 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Schuylkill Financial LLC held 44,336 shares of Fidelity Small-Mid Multifactor ETF worth $2.34M as of Q2 2026.
Fidelity Small-Mid Multifactor ETF was a new Schuylkill Financial LLC position in Q2 2026.
Fidelity Small-Mid Multifactor ETF made up 2.17% of Schuylkill Financial LLC's portfolio in Q2 2026, its #13 holding.
171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Schuylkill Financial LLC's 13F filing for Q2 2026, filed 7 Aug 2026.