Atlantic Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Atlantic Private Wealth’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
2025 Q3	$6.47K	Buy
2025 Q2	$6.09K	Buy
2025 Q1	$5.67K	Hold
2024 Q4	$5.98K	Buy
2024 Q3	$5.95K	Hold
2024 Q2	$5.54K	Hold
2024 Q1	$5.79K	Hold
2023 Q4	$5.34K	Hold
2023 Q3	$4.78K	Buy
2023 Q2	$4.99K	Buy