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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$674K Hold
2025
Q1
$630K Hold
2024
Q4
$666K Hold
2024
Q3
$666K Hold
2024
Q2
$624K Hold
2024
Q1
$653K Buy