Attessa Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,213
Closed -$241K 39
2025
Q1
$241K Sell
9,213
-1,573
-15% -$41.2K 0.16% 36
2024
Q4
$299K Buy
+10,786
New +$299K 0.2% 33