Balanced Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Balanced Wealth Group’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 Q2	$3.9M	Sell
2025 Q1	$3.61M	Buy
2024 Q4	$3.84M	Sell
2024 Q3	$3.69M	Sell
2024 Q2	$3.48M	Buy
2024 Q1	$3.6M	Buy
2023 Q4	$2.87M	Buy