AWM
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Accredited Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Accredited Wealth Management’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 		$14.1K Buy
502
+500
+25,000% +$14K 0.01% 223
2025
Q1 		$53 Hold
2
– – ﹤0.01% 357
2024
Q4 		$56 Buy
+2
New +$56 ﹤0.01% 353